Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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This article will help your clients with blended families think and prepare their estate strategy.
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A four-step framework for building a personal legacy.
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What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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Retiring earlier than expected can be disheartening. Learn steps that can help you smooth the road ahead.
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One of the most common questions people ask about Social Security is when they should start taking benefits.
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Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Don't let procrastination keep you from pursuing your financial dreams and goals.
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One of the most common questions people ask about Social Security is when they should start taking benefits.
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This worksheet can help you estimate the costs of a four-year college program.
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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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