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How to Choose the Right Financial Advisor for Your Unique Situation

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24 // Married & Retiring: Facing Common Challenges in a Transitional Season
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“What Do You Want FROM Christmas?”: A Workshop Recap
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The Importance Of Rebalancing
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Learn about different types of financial advisors, seven questions to consider when looking for financial planning services, and how an integrated approach can help bring clarity and confidence to your financial journey.
Blog

How to Choose the Right Financial Advisor for Your Unique Situation

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Financial Planning
Whether your ideal retirement involves spending more time with your grandkids, traveling the world, or investing in hobbies you love, many in Gen X are standing on the verge of a major life change. That makes now the time to get serious about planning for retirement.
Blog

5 Top Investment Strategies for Gen X as Retirement Approaches

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Investment Management
From supporting local charities and helping communities in need to furthering causes close to your heart, we love supporting our clients on their mission to positively impact the lives of others because we believe that effective generosity is about more than just writing checks; it’s about aligning your charitable efforts with your passions and your financial goals.
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Making the Most of Your Generosity in 2025: Tax-Efficient Giving Strategies

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Tax Planning
Many of us view retirement as the finish line after years of hard work. Only when we experience it firsthand do we more fully understand the mix of emotions retirement can bring–excitement, anxiety, and even uncertainty. For many, the psychological shift of stepping away from a career can be just as challenging as the financial changes. When you add the dynamics of marriage into the equation, the transition can feel even more complex.
Blog

The Psychological Side of Retirement: How to Mentally Prepare for a New Stage of Life

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Financial Planning
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In your early 50s, retirement starts to feel more tangible. You’ve likely contributed to your 401(k), built up a savings cushion, and perhaps even met with a financial advisor a few times. But as the years to retirement get shorter, you might wonder: Am I really on track?
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Retirement Planning in Your 50s: Are You on Track?

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After years spent balancing your career, managing a household, and supporting your children’s goals, many in Gen X face a new and emotionally complex responsibility: caring for aging parents. Whether you’re an older millennial or in Gen X, being in the “sandwich generation” can bring significant changes to everything from relationships and daily routines to financial strategies. And while the caregiving role is filled with love, it can also bring a great deal of both financial and emotional stress.
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How Gen X Can Prepare for the Financial Costs of Supporting Aging Parents

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Financial Planning
Comprehensive financial planning involves creating a detailed strategy to manage your finances and achieve your goals. It includes all aspects of your financial life, including budgeting, saving, investing, debt management, and retirement planning. This all-encompassing approach can help to ensure that every financial decision supports your overall financial well-being.
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Comprehensive Financial Planning: Strategies for Achieving Your Financial Goals

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Financial Planning
At Wealthquest, we believe planning for retirement is one of the most important financial goals you can undertake. Whether you're just starting your career or approaching retirement age, having a well-thought-out plan can provide peace of mind and financial security in your later years. This guide will cover essential aspects of retirement planning, including strategies, investment planning, budgeting, and income planning. By understanding these key elements, you can help to create a retirement plan tailored to your unique needs and goals.
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Comprehensive Guide to Retirement Planning: Strategies for a Secure Future

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Financial Planning
Investment Management
Tax planning is a crucial aspect of financial management that can significantly impact your overall financial health. By strategically managing your taxes, you can maximize your savings, reduce your tax burden, and ensure you have more money to invest in your future.
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Proactive Tax Planning: Strategies for Maximizing Your Savings

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Tax Planning
As you enter retirement, one of your biggest priorities is likely ensuring your assets are properly distributed according to your wishes. But have you considered how your estate plan could also benefit your millennial children and grandchildren down the road? For the millennial generation, achieving financial stability is an uphill battle. Many entered the workforce during the 2008 financial crisis and have since navigated economic challenges like the COVID-19 pandemic. Now, this "sandwich generation" juggles caring for aging parents, like yourself, and their own children simultaneously.
Blog

How Estate Planning Offers Generational Financial Peace of Mind

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Estate Planning
How did a year of ordering-in and online shopping change payment apps? Not all virtual spending is created equal… It's a battle of transaction fees! We’ve rounded up 7 of the top spending apps so you can be sure you’re using the one that’s right for you.
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The World Is Embracing Virtual Spending: Which Payment App Is Right For You

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Financial Planning
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It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances.
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Your 8-step Summer Financial Check Up

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Podcast
24 // Married & Retiring: Facing Common Challenges in a Transitional Season
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Podcast
23 // Death and Taxes Recap (Taxes)
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22 // Death and Taxes Event Recap (Death)
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21 // RMDs & QCDs
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20 // Social Security Considerations
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019 // Generosity and Deductible Giving - Part 3
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018 // The Power of Strategic Giving to Individuals - Part 2
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017 // US Retirement System Report Card
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Podcast
016 // What Motivates Generosity? - Part 1
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013 // Index Funds, Robo Advisors, or Hiring a Firm?
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Podcast
015 // Should I Buy a New Home Now, Or Wait It Out?
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014 // Open Enrollment: 5 Key Considerations
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“What Do You Want FROM Christmas?”: A Workshop Recap
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“What Do You Want FROM Christmas?”: A Workshop Recap
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What You Need To Know About Deaths and Taxes
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What You Need To Know About Deaths and Taxes
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Safeguarding Your Digital Life
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Safeguarding Your Digital Life
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Preparing The Next Generation To Steward Wealth
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Preparing The Next Generation To Steward Wealth
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Financial Planning
Advanced Estate Planning
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Advanced Estate Planning
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Estate Planning
The 7 Costliest Mistakes Families Make
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The 7 Costliest Mistakes Families Make
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Financial Planning
How To Retire Stronger
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How To Retire Stronger
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Financial Planning
Investing The Wealthquest Way
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Investing The Wealthquest Way
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Investment Management
Painless & Proactive Tax Planning
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Painless & Proactive Tax Planning
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Tax Planning
The 5 Pillars of Brain Health
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The 5 Pillars of Brain Health
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Financial Advisor Reacts To Tiktok Advice On Marriage And Money
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Financial Advisor Reacts To Tiktok Advice On Marriage And Money
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Financial Planning
Financial Tips With A Holiday Twist: Part 2
Video Post
Financial Tips With A Holiday Twist: Part 2
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Financial Planning
Financial Tips With A Holiday Twist
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Financial Tips With A Holiday Twist
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Financial Planning
Financial Advice We Are Thankful For
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Financial Advice We Are Thankful For
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Financial Planning
Inflation Reduction Act: What You Should Know
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Inflation Reduction Act: What You Should Know
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Financial Planning
Scary Tax Advice
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Scary Tax Advice
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Tax Planning
Roth V Traditional
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Roth V Traditional
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Financial Planning
How Much Should I Save?
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How Much Should I Save?
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Financial Planning
The Importance Of Rebalancing
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The Importance Of Rebalancing
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Investment Management
Get The Most Out Of Your Life
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Get The Most Out Of Your Life
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Financial Planning
Health Savings Accounts (Hsa’s)
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Health Savings Accounts (Hsa’s)
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Financial Planning
How High Earners Can Save Their Way To A Tax-efficient Retirement
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How High Earners Can Save Their Way To A Tax-efficient Retirement
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Tax Planning
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