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Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

You Are What You Think

May 11, 2017

Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that your job, finances or health.

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Lifestyle

The Solo Adventure

April 4, 2017

Travelling on your own may be your ticket to a transformative experience.

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Travel

Kid-Friendly Finance

March 7, 2017

Everyone needs to learn the value of a dollar and how to make money work toward our goals, even little kids. In fact, the sooner they understand the power of financial planning and the role money plays in their lives, the better.

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Education, Family

Five Tips for First-Time Grandparents

March 1, 2017

Sharpen these skills to excel in your new role.

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Estate, Family

Estate Planning: Mistakes to Avoid

February 15, 2017

Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones.

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Estate, Family

Making a Life, Not Just a Living

February 7, 2017

Find a better balance with focus, the right team and rest.

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Family, Life Events, Lifestyle