My Personal CFO – Getting Your Finances In Order

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Funding Charity with Life Insurance

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Americans Lose Trillions Claiming Social Security at the Wrong Time

Funding Charity with Life Insurance

Freezing Your Credit is Now Free

Elder Financial Abuse

How Millennials Will Impact the Future of Estate Planning

New W-4 Form

Retirement

Americans Lose Trillions Claiming Social Security at the Wrong Time

Economics

Be Afraid Of Economic Bigness

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Become a Retirement MVP

Financial Planning

Beware Medicare Enrollment Deadlines

Retirement

Can I Ever Retire: The Rest of the Story

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US Durable Goods Orders Higher On Aircraft Orders

Once Upon A Time…An Estate Planning Tale

Confessions Of A Free Market Missionary

Retirement

10 Mistakes That Can Sabotage Your Retirement Savings

Estate Planning

10 Questions to Ask Your Estate Planning Attorney

Taxes

11 Deductions You Can Still Take

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2019 Changes to Social Security and Medicare

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3 Ways Blockchain Will Revolutionize Real Estate in 2019

Education

Tuition Inflation Is Real Test for College-Savers

Morningstar Last week, Morningstar named the best 529 college savings plans for 2018. College savings plans are without a doubt the best vehicle to save for education. These plans allow investors to skip federal taxes on investment growth to pay for college and its associated costs. For many investors, that means...

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