Who Needs an Estate Plan?

If you’re reading this, you need an estate plan.  Why?  The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just ...
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The Three-Year Review and The Three-Year Plan

Review your life’s circumstances from three years ago. Think about what you knew and what you didn’t know about managing your wealth. What were the top five lessons you learned? How have your views about money and wealth changed? Given all ...
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Three Social Security Traps

What you don’t know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits.   The Key Takeaways The longer you can postpone taking your Social ...
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Recovering Emotionally from Past Financial Errors

Most of us will admit to having made some financial mistakes we regret—running up credit card debt, impulse buying, or making a bad investment or business decision. While there can be significant devastation, the key is to move beyond regret ...
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Protecting Against Financial Fraud in Charitable Giving

Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a family can slip into financial crisis through ...
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