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Questions to Ask When Drafting an Estate Plan
Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning.
Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances.
The Impact of a Divorce on Your Finances
Divorce can extract a heavy price — both emotionally and financially. Protecting your financial health during a divorce is crucial.
Financial Planning Tips for Unmarried Couples
Today’s “modern family” is decidedly nontraditional. According to the latest Census data, fewer than 25% of American households currently consist of married couples with dependent children.
Transferring Assets to a 529 Plan
A 529 College Savings Plan may be an attractive vehicle for those looking to save for a child’s education.
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