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I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and testament, there is no requirement that an attorney do so. If you do opt to draft your own will, make sure to avoid the following five mistakes that I repeatedly see in layman-drafted docum...

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With incomes stagnated, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply spend what they must on necessities and save whatever happens to be left over. Or they spend all of th...

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A simple Financial Planning task that you should review yearly.

When was the last time you evaluated your homeowners insurance? Have your needs changed since you initially purchased your homeowners policy? If so, there may be gaps in your insurance coverage. For example, you may have acquired valu...

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What is Not Changing

On January 1, 2018, the most sweeping overhaul of the US tax system –the Tax Cuts and Jobs Act– went into effect. While the bill is over 500 pages long, let’s briefly examine items not changing. But please keep in mind that this summary is in no way comprehensive nor is...

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A Year Like No Other
As we reflect on 2017, it is tempting to focus on events that probably had little impact on the markets or the global economy – because it really was a year like no other.

In the past 12 months, we faced new nuclear fears from North Korea; debated whether NFL players shoul...

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If you were to guess how much you spend on eating out per month, chances are you’ll miss the mark by a quite a bit.

In a recent study, I found that adults tend to underestimate how much they spend on eating out by more than twice what they’re actually spending.

This is a significant chunk of cas...

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