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Many investors tend to overlook – or are unaware of – how the placement of assets in accounts can impact returns over time. Determining your appropriate asset allocation is the most critical step in designing your investment plan. Once that is determined, it is important to locate assets in a way that can minimize taxes and provide for appropriate cash flow throughout your retirement and distribution to heirs.
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Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.
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When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...
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If you're the parent of a student looking at colleges or graduate schools, chances are you are all too familiar with the sticker shock of college tuition, room and board. According to College Board...
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