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4 min read

Estate Planning Checklists for the Non-traditional Family

Once upon a time—when the legal code was being written—“family” was shorthand for a husband, his wife and their children. Estate planning could be pretty straightforward for this kind of nuclear family. When the first spouse died, the survivor would...

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3 min read

What to Consider When You’re Going to Invest an Inheritance

You’ve grieved your loss, waited patiently through the estate administration process, and you’ve...

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4 min read

5 Reasons Tax Planning is Integral to Investment Planning

Taxes and investing are inextricably tied, so tax planning and investment planning should also go...

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4 min read

Avoid Common Tax Mistakes When Buying Investment Property

Buying investment property might be one of the smartest moves you make while planning for your...

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4 min read

Types of Distributions to Make Before the End of the Year

As we move into the final quarter of the calendar year, financial planners are fielding all kinds...

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3 min read

Family Asset Management Fails Without Proper Estate Planning

Good family asset management requires balancing your family’s short-term and long-term financial...

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4 min read

Do I Need That? Insurance Answers for Young Professionals

An open road of possibilities stretches out in front of today’s young professionals. It’s exciting...

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3 min read

Deductions and Tax Considerations for Investment Properties

The investment properties you own today could finance a very comfortable retirement down the road....

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3 min read

Sharing Financial Planning Lessons with the Next Generation

Careful financial planning protects and grows your money throughout your life, while careful estate...

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3 min read

Ask Your Advisor About the Investment Trend You Read About

If you’d been scrolling through investment posts on Reddit last January and ended up in the...

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