legacy planning

    Retired grandparents supporting the next generation
    Retirement and legacy planning in the “messy middle”: Make savings last and leave a legacy

    By PJ Gagne, AIF®
    February 11, 2026

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    A woman and her adult daughter discuss their finances
    The Secret to Keeping Wealth in the Family: Talk to your kids about your money
    Peter

    By Peter Coughlin
    December 15, 2025

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