Latest
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Here’s How You Can Avoid Succession Drama at Your Company
Poor succession planning was at the heart of the HBO show Succession, but this financial advisory business owner is here to help you prevent that from happening at your business.
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Are Your Heirs Prepared?
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance.
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Five Tips for Becoming a Financially Successful Couple
Husband-wife financial adviser team practice what they preach, recommending lots of open communication and aligned priorities.
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Your Home Would Be a Terrible Inheritance for Your Kids
Home may be where the heart is, but after it’s inherited, it’s where heirs have to manage upkeep and deal with family conflicts related to what to do with it. What should parents do instead?
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Life Insurance Really Can Be Affordable and Uncomplicated
Many consumers think life insurance is pricey and complicated, but the truth is you can start small, and online tools make purchasing a policy easier than ever.
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Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.
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Raising Grandkids? Five Financial Considerations
Keeping your personal finances and your retirement on track will be more difficult, but having a financial plan and tapping available resources, among other things, can help.
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Four Reasons You Don’t Need a (Revocable) Trust
Sometimes a basic will, setting up TOD and POD designations and choosing beneficiaries for retirement accounts, life insurance and annuities will do the trick.
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Four Reasons Retirees Need a (Revocable) Trust
Just because an estate attorney or ad recommends a revocable trust doesn’t mean you actually need one. However, maybe one of the following situations applies to you.
