Money Dates: Strengthening Your Financial Connection
Executive Summary Engage in Meaningful Conversations: Shift from “drive-by” money check-ins to intentional Money Dates...
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Planting the Seeds for the Future
Each year on May 29th, 529 Day reminds families, professionals, and advocates across the country to reflect on the...
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Money Maps: A Flexible Approach to Financial Freedom
Executive Summary: Flexibility Over Restriction: Money Maps offer a more adaptable approach to finances than traditional...
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Giving Back to the Community Through Volunteering with Garden of Health
At Prepared Retirement Institute, we believe in not just helping our clients work towards their financial goals but also...
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Understanding Trusts in Estate Planning
Estate planning is often seen as a daunting process, especially after the loss of a partner. For widows, it’s not just...
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Estate Planning Essentials for Widows
Widows often face significant financial challenges and complexities following the loss of a spouse. At Prepared...
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How to Handle Market Volatility: Lessons for 401(k) and IRA Investors from Real Estate Investors
Executive Summary Understanding Market Volatility: Market downturns can trigger feelings of anxiety, rooted in our...
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How Tariffs Can Impact the Stock Market—For Better or Worse
When we hear about tariffs the conversation often turns to trade disputes and economic implications. But there’s another...
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Love and Money: A Deeper Connection
Executive Summary Profound Insight: A mentor shared, “Money is love,” highlighting how our financial choices reflect our...
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Why Estate Planning Is More Than Just Paperwork
Estate planning is often seen as a tedious task that many tend to delay or dismiss. However, as Ashley Han, an...
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Finding Balance in Financial Freedom: The Power of a Freedom Fund
Executive Summary: Value of Freedom: Money should enhance life, not restrict it. Freedom Fund Concept: A non-retirement...
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Preparing Financially for Life's Big Moments
This month, I aim to keep this article brief, as I’m currently cradling a 9-pound blessing in one arm—my wife and I...
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