Topics
Topic:
Family Planning
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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…
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Estate Planning is Overrated
Just kidding. Quite the opposite, in reality. We consider ourselves some of the top cheerleaders for the estate planning profession. Hopefully after reading this you will be encouraged to give your estate planning a review…especially if it has been a few years or if you haven’t even begun the conversation. Just look at some of…
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls emails, text messages and IRS or Social Security fraud as scammers, and the technology used, becomes more and more sophisticated. There are some steps you…
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Net, Net, Net: Expenses, Taxes and Inflation Can Eat Your Nest Egg – What To Do?
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — As dangerous as it is to simply extrapolate past returns into future expectations, an even bigger mistake is planning a financial future based on nominal gross returns, forgetting about how large bite expenses, taxes,…
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The Financial Implications of Fluffy: Costs to Consider Before Becoming A Pet Owner
Animals are just plain cute and can bring so much joy to your life, but like children, they are not cheap especially if you choose to care for your pet properly. Whether you choose to adopt or buy a pet from a store or breeder, there are several costs to consider over the life of…
