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Two elderly people sitting on a bench looking at the sea
Christopher Avery | Jun 19, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Christopher Avery | Jun 12, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Christopher Avery | Jun 5, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Close up portrait of child giving two thumbs up
Christopher Avery | May 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Professionally dressed man and woman looking at a tablet
Christopher Avery | May 22, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Hands holding a small wrapped present
Christopher Avery | May 15, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Christopher Avery | May 8, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Christopher Avery | May 1, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Christopher Avery | Apr 24, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Christopher Avery | Apr 17, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Mother and child working on a laptop together
Christopher Avery | Apr 10, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Christopher Avery | Apr 3, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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