Things to consider
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Financial Planning
Protecting Your Assets with Property and Casualty Insurance
Once you have accumulated a large overall net worth, the primary goal becomes to protect the wealth you have already attained....
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Financial Planning
Understanding Long-Term Care Insurance
While many individuals have heard of Long-Term Care insurance, few understand how these policies function, what they cover, and how much coverage is......
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Financial Planning
Considerations for Purchasing Life & Disability Insurance
Life and disability insurance are two of the most important types of policies that high income and high net worth individuals can purchase, but many......
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Financial Planning
Tax Reform: Effects on Financial Planning
The recently passed tax reform bill has received a considerable amount of press, and for good reason. As the most comprehensive tax reform in over 30......
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Financial Planning
Saving for College
Saving for college can seem like a daunting task these days, with significant price differences between public in-state schools and private......
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Financial Planning
QCD of RMD—How to give more to your favorite charities - without increasing your giving budget
Recent events such as the natural disasters in Texas and Florida have spurred conversations about philanthropic giving among Americans - some of the......
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Financial Planning
Steps To Take When Your Child is Heading Off To College
College is more than a formal education. It is also a time for "young adults" to become financially literate and take responsibility for their......
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Financial Planning
Election Results Bring Tax Reform
The November election results came as a surprise to many, so much so that "surreal" is Merriam-Webster's Word of the Year for 2016....
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Financial Planning
Tax-Loss Harvesting and Year-end Tax Planning 2016
Tax-loss harvesting is a tool that can be used to help lower your tax bill by "realizing" capital losses....
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