Posts

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A Christmas Gift for the Ages

Not all Christmas gifts are created equal. Sure, it’s great to give gifts to light up your child or grandchild’s face when they rip off the wrapping paper, but what about giving something for their future? Two of my three kids have…
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No Will Needed - Beneficiary Updates are Critical

Most of your assets will never pass on through your will (assuming you have one).  IRA's, 401k's, life insurance and annuities all have direct beneficiaries that were recorded when you first signed up for them.  For many of those assets, that…