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Financial Planning for New Graduates: The Complete Money Guide for the Class of 2026

Graduation season is one of the most exciting — and financially consequential — moments of your life. Whether you're walking across the stage with a high school diploma, a college degree, or a graduate degree in hand, the financial decisions you...

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Created on 12 May 2026.

After the Plan Is Made: How to Keep Your Estate Plan Working for Your Family

You've done the hard part. You've sat with an attorney, signed the documents, and put a plan in place. But here's what many families discover too late: an estate plan is not a one-time event — it's an ongoing process. Life doesn't stand still....

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Created on 05 May 2026.

Estate Planning, Financial Advisor, Young Couple

Protect What You’ve Built and Plan for What’s Next

Estate Planning and Intergenerational Wealth Transfers with James Simon, CPA, CFP Published: April 14, 2026Reading Time: 5 minWritten by: James Simon, CPA, CFP® When Do You Need an Estate Plan? While it’s true that some aspects of an estate...

Financial Planning, Investing, Estate Planning, Financial Advisor, Young Couple

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Created on 29 April 2026.

How to Budget During the Holidays: A Guide to Stress-Free Seasonal Spending

The holiday season brings joy, celebration, and family gatherings—but it can also bring financial stress that lingers well into the new year. With intentional planning and disciplined execution, you can enjoy a wonderful holiday season while...

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Created on 09 December 2025.