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Category: Estate planning

Raising the stakes


In our new world, managing your personal finances has totally changed. In our new world, managing your personal finances is…
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Financial Planning, Not Fortune Telling


The future has not been written. That’s your opportunity The New York Times had a great column last week on…
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Growth at All Costs?


Tech stocks have soared. Be careful before deciding they’re the only investments worth owning   The past decade — and…
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Estate planning 101


It is easy to put off planning for your estate and end-of-life affairs. But every adult can benefit from having…
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Charitable giving


Americans give hundreds of billions of dollars to charity each year. If you are someone who gives regularly, you should…
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Trusts: What you need to know


Trusts sometimes get a bad rap. Many people believe trusts are complicated documents designed for the super-rich so they can…
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