Domenica Lurvey

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4 min read

The Impact of Inflation on Retirement Planning

Inflation and retirement planning go hand in hand—rising prices can quietly impact how long your savings last and how secure your income feels. A thoughtful, tax-aware strategy can help protect purchasing power and provide peace of mind...

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Couple explores a 15 or 30 year mortgage option

3 min read

15 vs. 30-Year Mortgage: A Comparison for Gen X Home Buyers

This article compares 15- and 30-year mortgages for Gen X buyers, highlighting the trade-offs between faster payoff and greater monthly...

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role of insurance in financial plan

5 min read

How Insurance Strengthens Your Financial Plan

Insurance plays a central role in protecting your financial foundation—especially in your 40s and 50s, when your income, savings, and goals are...

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Woman stretching before a run. Women’s wealth management unique challenges.

3 min read

Women's Wealth Management: Unique Challenges And Strategies

The fundamentals of good wealth management are the same for everyone. However, data shows that typically, women have higher retirement costs, more...

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Middle aged couple sitting on sofa in the living room.

3 min read

How to Develop an Emergency Fund

An emergency fund should cover three to six months of expenses (or more, depending on your risk and family situation) to protect against...

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Mother, daughter and grandmother baking together in a kitchen. With effective wealth management, you can have the means to support aging parents in their later years.

4 min read

Supporting Aging Parents with Effective Wealth Management

Witnessing your parents age will come with ups and downs. When it comes to the financial part ofcaring for aging parents, it's a chance to plan ahead...

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4 min read

Financing Higher Education: College Tuition Planning and Beyond

College tuition planning is important for many families. Knowing that you will be able to provide options for your child down the road means that in...

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