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Estate Planning Options Under The SECURE Act

Estate Planning Options Under The SECURE Act From: www.fa-mag.com With the SECURE Act now signed into law, it is critical to understand how it changes how we approach estate planning….

Get Tax-Free Money for Long-Term Care

Get your free sample now! Opt-in here for INSTANT access! All information is confidential, in accordance with our privacy policy. Name* Email address* Phone Please select the topic(s) of interest…

Take the Ultimate Bucket List Vacation

…vacation. Or, if you prefer the company of an active community and the wide open seas, you might consider taking off to sail the world. Where do you want to…

Discussing Financial Milestones as a Parent

…your plans. Setting a Strong Example Building a secure financial future takes meticulous planning, budgeting and frequent communication. Taking a careful approach can help secure your own comfort and demonstrate…

Financial Considerations for Couples

open and honest communication vital to overcoming common financial concerns like debt and child-related expenses. What’s the best way to address finances as a couple? Should you combine your finances…

When should you talk about your finances?

…good thing? Sharing With Your Partner or Spouse In a serious relationship, it’s wise to discuss your attitudes toward saving and spending and to reveal your assets and liabilities. Openness…