The Distillery Newsletter

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5 Considerations for Aging Well

Aging well involves more than maintaining physical health; it encompasses financial, emotional, and social aspects. Creating a comprehensive plan to age well ensures a comfortable and fulfilling life as we age.

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Legacy Planning for Blended Families

Planning for blended families can be more difficult because of the likely presence of competing priorities balanced with the desire to love all of your family well. Here are five key points to keep in mind to help with the process.

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Family Meeting: Your Final Wishes

By initiating an open and honest dialogue with your family about end-of-life planning, you can ensure that your wishes are honored and provide your loved ones with the guidance they need during a challenging time

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Chasing High Returns

The desire for high returns is understandable, but the harm caused by chasing them can be significant. Increased risk exposure, emotional stress, neglect of proper asset allocation, a short-term focus, and overlooking fundamentals are all potential consequences of prioritizing high returns above all else.

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