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Turn Down an Inheritance With a Qualified Disclaimer

Doug Koenig
October 12, 2018
Growing Your Wealth, Managing Your Money
If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest (yes, it happens). Here's how it works.

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Educate Your Children About Wealth Management

Leslie Gibbens
October 12, 2018
Growing Your Wealth, Managing Your Money
You’ve worked hard to build a large estate, and you undoubtedly would like to leave a lasting legacy. Educating your children about money management can help keep you keep your legacy alive.

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The Top Five Ways To Use A HELOC

Crystal Meredith
October 10, 2018
Managing Your Money

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.

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Investment Overview: 3rd Quarter 2018

Frank Savage CFA
October 02, 2018
Growing Your Wealth
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.

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September 2018 Market Recap

October 02, 2018
Growing Your Wealth
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...

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Estate Planning a Must for Unmarried Couples

Doug Koenig
September 21, 2018
Growing Your Wealth, Managing Your Money
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.

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President Trump's Executive Order

September 12, 2018
Retiring Your Way
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:

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August 2018 Market Recap

September 05, 2018
Growing Your Wealth
The U.S. economy remains firmly in expansionary territory, supported by an upbeat consumer and a strong corporate earnings backdrop.

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3 Reasons to Continue Making Lifetime Gifts

Leslie Gibbens
September 04, 2018
Growing Your Wealth, Managing Your Money
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.

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At Your Own Risk: Pitfalls of DIY Estate Planning

Doug Koenig
August 23, 2018
Growing Your Wealth, Managing Your Money
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.

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