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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 covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.