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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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In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
How Long Will Your Funds Last?
How much will it cost to pay off a loan over its lifetime?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.