Over the next several days or so, I am going to share two basic tax planning concepts that were featured in the monthly "Beyond the Number$" newsletter of
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One of the most fundamental tenets of financial planning I faithfully apply in my work with clients is to Plan for the Expected, and Prepare for the Unexpected
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are
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Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education