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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Flexible spending accounts and health savings accounts can serve as powerful tools to help you keep your medical expenses manageable.
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The future is always uncertain, but for many, it feels especially uncertain now. Luckily, knowing the future is not a key part of a well-made financial plan.
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The process of buying a home can seem daunting, especially for first-time homebuyers. In this episode, vice president Eric Meermann demystifies the financial dimensions of homeownership.
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Most of us need a car, but how should you get one? Buy or lease? New or used? Senior client service associate Kasey Radney is here to guide you through the decision.
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Get to know Palisades Hudson senior client service associate Kasey Radney in this brief interview.
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Senior client service manager Thomas Walsh returns to the podcast to talk about the balancing act many people have to master in order to save for big goals like retirement or education while also staying on top of their debts.
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The end of 2024 is in sight, but before you throw yourself into holiday plans, it is worth asking: Have you met your beneficial ownership information report filing requirement?
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Rebecca Pavese, CPA, explains why building a solid budget and working to improve your credit score are fundamentals that underpin personal financial planning. Learn how to master the fundamentals in this episode of “Something Personal.”
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Client service associates Brianna Aviles and Mamie Odom discuss the rewards and challenges of the first years as a young professional. They discuss getting your first apartment, setting financial goals, paying off student loans and more.
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