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Blog

Young woman pouring a drink for an older woman. They are sitting together at a table.
Jack Cuddihy | Aug 7, 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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Two elderly people sitting on a bench looking at the sea
Jack Cuddihy | Jul 31, 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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Man sitting on bench in park
Jack Cuddihy | Jul 24, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Mother and child working on a laptop together
Jack Cuddihy | Jul 17, 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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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jack Cuddihy | Jul 10, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A row of houses along a canal
Jack Cuddihy | Jul 3, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Parent reading a book to their newborn child
Jack Cuddihy | Jun 29, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Hand holding a bill with a red "Past Due" stamp on it
Jack Cuddihy | Jun 26, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jack Cuddihy | Jun 19, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Man sitting on a park bench and working on a laptop
Jack Cuddihy | Jun 12, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Jack Cuddihy | Feb 17, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Toddler standing at the bottom of a stone staircase
Jack Cuddihy | Feb 17, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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