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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Estimate the future value of your current savings.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.