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Top 7 Reasons Why You Should Have a Trust

Wondering whether you need a trust? A trust is a great estate planning tool that can help you manage your property and assets. ...
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Bank Statements - To Keep or to Trash?

When it comes to banking, nowadays you can virtually do everything online. In fact, some online-only banks have begun to emerge ...
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Do I Need an Attorney to Execute an Estate Plan in Florida?

  Accountants, financial planners, attorneys, and other such professionals use the term "estate planning" in reference to the ...
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What is 'Risk Tolerance' and How Does a Financial Advisor Use it When Investing?

Risk tolerance is the amount of loss an investor is willing to handle when making an investment decision. Before you choose the ...
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The Benefits of Having a 401k Plan for Your Business

Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. ...
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Setting Attainable Goals When Planning for Retirement

Attaining financial independence takes planning and a lot of forethought when setting attainable goals so that by the time it's a ...
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How to Protect Your Retirement from Major Illness

When you think of retirement and how you need to save for it, you’re probably thinking of the usual things like where you’d want ...
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5 Practices to Avoid in Order to Plan for Retirement

A report by the National Institute on Retirement shows that three-quarters of Americans fail to attain the conservative savings ...
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When and How Often Should You Update Your Estate Plan?

Planning your estate helps you take care of the people who depend on you when you pass on. It allows you to manage your assets ...
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