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The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
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Turning the Page on 2020

“On a long and lonesome highway, east of Omaha/ You can listen to the engine moanin’ out his one-note song/ …But your thoughts will soon be wandering/ The way they always do/ When your ridin’ 16 hours/ And there’s nothin’ much to do/ And you don’t feel much like ridin’/ You just wish …

Caring for Aging Parents – What to Consider Part 1

Caring for aging parents can feel overwhelming. Read our blog that details what we feel are important issues to consider and strategies to employ when one is concerned for one’s aging parents.

The Power of ‘Emotional ROI’ Through Charitable Giving

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

Ladies – Are You Planning for Your Security in Retirement?

While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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