From the costs of pregnancy and childbirth to paying for a college education, parents face many financial planning challenges and opportunities. Rebecca Pavese, CPA, offers her perspective.
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Financial Planning For Parents (Podcast)
Five Questions With Kirstie Ward
Get to know financial planning manager and chief compliance officer Kirstie Ward in this brief interview.
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Love, Marriage And Prenups (Podcast)
Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
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Use It Or Lose It? FSAs And HSAs
Flexible spending accounts and health savings accounts can serve as powerful tools to help you keep your medical expenses manageable.
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