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The Top Five Ways To Use A HELOC

Tapping into your home’s equity is a way to get quick access to cash and knock some big items off your to-do list.

Investment Overview: 3rd Quarter 2018

While international economic growth appeared to slow relative to the U.S. in the third quarter, most signs point to a continued global expansion well into 2019.

September 2018 Market Recap

U.S. economic expansion has marked its 111th consecutive month and is now the second longest in U.S. history. Growth in the 3rd quarter is likely to be a bit more tepid than the second, but still...

Estate Planning a Must for Unmarried Couples

Unmarried couples need to carefully spell out how they wish to distribute their wealth, as a surviving life partner may end up with nothing. Here's what you need to know.

President Trump's Executive Order

President Trump issued an Executive Order on August 31, directing the Department of Labor (DOL) and Department of Treasury to look at the following issues to improve worker retirement security:

August 2018 Market Recap

The U.S. economy remains firmly in expansionary territory, supported by an upbeat consumer and a strong corporate earnings backdrop.

3 Reasons to Continue Making Lifetime Gifts

The gift and estate tax exemption is at a record high, so it may seem that gifting assets to loved ones is less important than in previous years. But Lifetime Gifts continue to provide benefits.

At Your Own Risk: Pitfalls of DIY Estate Planning

There’s no law that says you can’t prepare your own estate plan, but unless your estate is small and your plan is quite simple, the pitfalls of do-it-yourself (DIY) estate planning can be many.

Funeral Arrangements a Critical Part of Your Estate Plan

Funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes can lead to tension, disputes and even litigation among family members.

A Trust Made for Family Members with Special Needs

If you have a child or family member with a disabling condition that requires long-term care or prevents them from being able to support him- or herself, consider a Special Needs Trust.

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