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Financial Planning Briefs

Preparing for a Child’s Marriage?

"Financial advisors and clients regularly discuss risk mitigation as it relates to financial threats.  Life, health and property insurance are core elements of financial planning, yet a relatively common life occurrence isn’t broached nearly enough: divorce."
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“Aging-in-Place”

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College Planning

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Continuing Care Communities

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Proactive Estate Planning

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Social Security

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Tax Planning

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Trusted Contacts

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