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2 Things that New Parents Should Not Put Off (But Usually Do)

There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...

When to take the Adult Kids off the Payroll

By Jamie Bosse When reporters asked actor Jackie Chan why he has chosen to give all his wealth to charity instead of passing it on to his only son, they were expecting a great news story – a juicy family controversy, family secrets revealed, etc.  Instead,...

Healthcare for 2018 – Key Decisions and Deadlines

By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year.  Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...