Money Ghosts: Haunting Our Financial Decisions
As the chill of fall settles in and Halloween approaches, the Vandenburg household is buzzing with excitement over...
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The True Price of Savings: How Inexpensive Choices Can Lead to Larger Expenses
As we move into fall and the year’s final quarter, my wife and I recently had our latest "money date." We typically...
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Supporting the Military Community through Service
At Prepared Retirement Institute, we're proud of the expertise and dedication our team members bring to their work each...
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Does Keeping Your Assets at Multiple Firms Actually Reduce Risk?
A common belief among investors is: "I don’t want all my eggs in one basket, so I keep my money at multiple firms." On...
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How Technology Can Empower All Generations to Take Control of Their Finances
Technology is evolving at a rapid pace. Twenty years ago, the internet was becoming part of daily life. Ten years ago...
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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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