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Financial Focus: Consider family meeting to discuss estate plans

At some point, you’ll want to share your estate plans with your loved ones and the first step in this process may be to hold a family meeting. The best time to hold this.

Financial Focus: How are your investments taxed?

As we begin the new year, you may be receiving various tax statements from your financial services provider  so it’s a good time to consider how your investments are taxed. This type of knowledge is.

Financial Focus: How would you handle forced early retirement?

When you plan to retire at a certain age, you can follow a strategy that incorporates your investment moves, your health insurance and other factors. But what happens if you’re forced to retire earlier than.

Financial Focus: New Year s financial resolutions

Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in addition to whatever personal resolutions you might make volunteering, going to the gym more,.

Financial Focus: Time is a key element of investing

Who knows where the time goes? We’ve reached the end of another year, so it’s appropriate to reflect on the nature of time and how it affects us. And time certainly is a key element.

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