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Sandy Pepper

Recent Posts

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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What is a Charitable Trust?

Charitable giving is a great way to support a specific cause or organization and it can be important for financial planning, ...
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Asset Management Vs. Wealth Management: Which is Right for you?

There are various ways that individuals can begin to manage their money better. Two financial services that are offered today are ...
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What Is the Role of a Fiduciary?

The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement ...
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What are the Advantages of Working with a Local Investment Manager?

Your finances are more than just numbers in a computer or on a ledger. They help ensure you and your family's well-being at ...
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How to Protect Your Social Media Assets

You can utilize the following tips to protect your social media assets and make the transition easier on your loved ones.
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How To Turn Your Estate Plan Into A Legacy Plan

Planning for your financial future can seem like a complicated process - especially when you factor in the many different terms ...
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Your Digital Assets Can Be Protected: Here's 5 Assets To Consider Including When Estate Planning

When most people are ready to develop their estate plan, they want to develop a strong plan for the future and ensure that all of ...
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How to Start Estate Planning: Managing Your Digital Assets

Estate planning involves more than just preparing a will or trust to distribute your assets when you die. A solid estate plan ...
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