Topics
Topic:
Wealth Management and Financial Advisors
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Should I Buy or Lease a Car?
It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision.
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My Loved One Passed Away. What Now? A Financial Advisor May Be A Valuable Resource.
When my dad passed away, a very dear client passed away shortly after. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially? After losing…
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Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
