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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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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 Make the Most Out of Your 401(k) Throughout Life

One of the best ways to create a comfortable and enjoyable retirement for yourself is to start saving money early in your life. ...
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How to Calculate the True Cost of College

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter as you plan ...
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Which Documents Do I Need to Keep Forever?

In our over-connected and increasingly digital world, everything seems to be moving online. While this is great to reduce paper ...
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When Should I Start Thinking About Retirement Options?

Retirement: for most Americans, the word evokes mixed feelings. On the one hand, retirement represents a time when you can do all ...
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Frequently Asked Questions About Retirement Planning

Planning for your retirement is very important. You don't want to have to worry about how you are going to pay for things when ...
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5-Step Process for Creating a Digital Estate Plan

When someone passes away, a will determines how the individual’s assets are distributed. For example, you can advise whether your ...
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