Money, Meaning and Midlife Plot Twists
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by Erin Hadary, Partner, MBA, CFP®, CAP®, CeFT® Financial Confidence Begins Earlier Than We Realize Long before people are responsible for managing investments, planning for retirement or making decisions about family wealth, they are already…
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Episode Takeaways What we learn about money early in life shapes far more than our finances; it shapes our confidence, choices, and sense of control. But just as important is what we don’t talk about,…
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by Erin Hadary, Partner, MBA, CFP®, CAP®, CeFT® Major life changes have a way of bringing financial questions to the surface. A career change, inheritance, divorce, loss, relocation, or even the realization that you want…
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Episode Takeaways You can do everything “right” with money and still feel uncertain about what comes next. This episode explores why and what to do about it. In this inaugural episode of Money, Meaning and…