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estate plan

What Issues Should I Consider Before I Update My Estate Plan?

There are a variety of factors and issues to be mindful of when considering to update your estate plan. Check out this guide for more information on these…
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Are You At Risk Of Identity Theft Or Fraud?

Identity theft and fraud can seriously complicate everyday living. With more time spent online shopping and doing business, it's easier than ever before…
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Financial Markets Are Surprisingly Strong During The 3rd Quarter of 2020

Financial markets were surprisingly strong during the quarter ended June 30, 2020. 
second quarter index returns

Celebrate An Up Trend With Second Quarter Index Returns

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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What’s The Missing Ingredient In Most Retirement Planning Strategies?

Words are impactful; some flow off the tongue smoothly and others, not so much.  The word “decumulation” falls decidedly in the latter category: it’s a word you’ve likely never used in polite conversation.
Covid-19 Tax Relief

Expanded Taxpayer COVID-related Relief

Additional COVID-related Relief Is Here  In a recent notice, the Internal Revenue Service recently expanded taxpayer relief related to required minimum…