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Investing & Planning

8 Step Summer Financial Checkup  Thumbnail

8 Step Summer Financial Checkup

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

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The Top 5 Financial Planning Challenges Of Suddenly Single Women Thumbnail

The Top 5 Financial Planning Challenges Of Suddenly Single Women

If you’ve just gone through a divorce or the death of your spouse, you now find yourself “suddenly single.” It doesn’t matter if you were blindsided or saw it coming for years, this is surely a challenging time for you. For many women, one of the hardest parts of becoming suddenly single is the financial impact.

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Avoid These Blunders When Setting up a Living Trust Thumbnail

Avoid These Blunders When Setting up a Living Trust

Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.

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How To Prepare For A Market Downturn Thumbnail

How To Prepare For A Market Downturn

It’s coming. At least that’s what we keep hearing about the next recession. And even though 2019 has helped us all breathe a collective sigh of relief after the market chaos at the end of 2018, our current record-breaking bull market won’t last forever. We’ve been through downturns before, and we’ll go through them again. The important question is: Will you be ready? Here are a few things to keep in mind that will help you prepare for the next market downturn, whenever it comes.

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