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Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club From: www.stltoday.com In a homecoming against the team that he says rejuvenated his career last…
How to prepare yourself for a good end of life From: www.sfchronicle.com My parents lived good lives and expected to die good deaths. They exercised daily, ate plenty of fruits…
Get Tax Smart With Your Investments From: www.assetmark.com Taxes are a top detractor from overall portfolio performance. Your financial advisor can help you implement strategies to make your investments more…
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Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney From: www.natlawreview.com Are you working on getting your affairs in order? Before you meet with…
Top 10 Estate Planning Tax Facts for 2019 From: www.thinkadvisor.com Although every client should review his or her estate planning strategy on a fairly regular basis, after a major tax…
U.S. Supreme Court Ruling Regarding Inherited IRAs Highlights the Benefits of IRA Trusts From: www.thewealthadvisor.com Earlier this month, the US Supreme Court released an opinion holding that funds held in…
The Downside of Falling Interest Rates From: www.nytimes.com With the Federal Reserve expected to cut short-term interest rates later this month, investors face some tricky choices. While falling rates are…
What’s the Best-Performing Asset Type During a Recession? From: www.morningstar.com While bonds disappointed as diversifiers in 2022, they’ve historically performed well during economic downturns. The Federal Reserve’s campaign to stamp…
Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts? From: www.aaepa.com Revocable Trusts lay the foundation for many an Estate Plan. They serve various functions,…
…Average DJIA, -3.82%, Nasdaq Composite index COMP, -5.83% and S&P 500 SPX, -4.28% suffered their worst start to a year in the first four months of 2022 in over 80…