Here are a few conversation starters to help you begin on the same page.

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Look at the numbers carefully when deciding where you stand on retirement savings.

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Planning ahead for college expenses is key. Here's a look at what to expect.

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Regardless of what the market looks like, it's important to craft a well-rounded investment mix.

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Consider your trust options and legacy assets, and pick someone to help you with your financial decisions if need be.

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Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now.

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