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Financial Planning

How Dads Can Be More Present for the Holidays

Looking back on past holidays, I’ve often felt like a spectator, swept away by the chaos of gift shopping and meal preparation for get-togethers. However, I’ve seen the light and this year, things will change. Dads with young families need to fully emb …

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Child Development Fatherhood Financial Planning Mental Health Parenting Tips

How To Get Out of Denial as a Dad – Michael Pereira

Most things get worse when you’re in denial. For some Dads, getting out of that state requires pushing back against cultural norms, and that can be tough. Michael Pereira, our Lead Dad of the Week from Miami, wants to make it easier for dads like he was to skip – or at least speed through […]

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Child Development Conflict Resolution Financial Planning Parenting Tips Transitions Work-Life Balance

How a Management Consultant Learned to Manage Dad Life and Work – Corey Fernandez

The life of a management consultant is on the road. Or so conventional wisdom goes. It’s what Corey Fernandez, our Lead Dad of the Week from Travers City, Mich., thought when he gave the consulting firm he’d worked for ample notice that his wife Jess was pregnant with their first child. He let them know […]

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Financial Planning Time Management Transitions Trust Work-Life Balance

Recalculating What a Meaningful Working Dad Life Is – Michael Trugman

Accounting would seem to be a profession about numbers and numbers alone, but at the highest level it’s about understanding people and what they’re trying to achieve. Build a business. Save the most possible for retirement. Leave something for your children. (And yes, pay the least in taxes!) For Michael Trugman, our Lead Dad of […]

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Financial Planning Transitions Work-Life Balance

The Power of Preemptive Communication – Jay Lee

Here’s a story many couples know: Two careers on the fast track and then there’s a child. There’s some logistics with pick up and drop off but it all seems manageable, if expensive, and life keeps moving along. Then another child comes along and managing two kids and two careers becomes a juggle. Bigger opportunities […]

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Communication Conflict Resolution Fatherhood Financial Planning Flexibility Parenting Tips Time Management Work-Life Balance

Bearing the Burden of Financial Fatherhood

What happens to your money mindset when you become a parent? Zack Pumerantz is a father of two, former FanDuel exec, and now a financial advisor dedicated to helping fellow parents build strong financial foundations and lasting wealth. He shares practi …

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Fatherhood Financial Literacy Financial Planning Trust Work-Life Balance

From Helping Kids In Need To Being A Lead Dad – Jeremy Benton

Jeremy Benton had a knack for working with kids; he also enjoyed a single life that allowed him to work extra jobs to earn extra money to travel and see the country. He didn’t plan to have kids of his own and that was fine. He felt he was making a difference working with at-risk […]

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Fatherhood Financial Planning Time Management Transitions Trust Work-Life Balance

How To Make The Most of A Second Chance – Jason Love

How many working fathers regret not being more involved in their child’s life? What if you got a second chance, would you take it? Jason Love, a teacher turned human resources professional, got that chance and he did. Jason, our Lead Dad of the Week from Westfield, Indiana, became a father for the first time […]

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Financial Planning Flexibility Mental Health Transitions Work-Life Balance

How To Make Being A Lead Dad a Win Win

The best scenario for a Lead Dad is when it’s a win-win. No surprise here. But it doesn’t always feel that way from the start. It the case of Robert Maisano, our Lead Dad of the Week from Norwalk, CT, pieces fell into place – and here’s how he knew to accept what was happening. […]

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Financial Planning Flexibility Productivity Time Management Work-Life Balance

5 Tips For Being an Entrepreneurial Lead Dad

Parents have two resources they are always trying to protect and secure – time and money. As a Lead Dad, Mike Malloy structured his work life around reserving time for his family and fatherly duties. After creating a process to keep life on track domes …

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Fatherhood Financial Planning Productivity Time Management Work-Life Balance

10 Ways for Dads to Thrive in 2025

As the new year begins, dads everywhere have an opportunity to reflect on how they can improve their parenting, relationships, and […]

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Communication Fatherhood Financial Planning Mental Health Volunteering Work-Life Balance

Work, Family, and Finances: The Crossroads for the “Sandwich Generation”

The responsibility of caregiving is an enormous and growing burden for many, particularly as people find themselves simultaneously caring…

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Financial Planning Flexibility Mental Health Stress Management Work-Life Balance

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