Longevity risk: What happens if you live longer than expected?
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According to a recent report by the World Economic Forum, someone who…
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Want a new car? Here are the facts on leasing, financing or paying cash
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While my days are usually spent creating financial plans, reviewing mutual funds…
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Making the most of strategic philanthropy
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Whether it’s at the grocery store, a special event or a solicitation…
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4 ways to minimize your “estate” taxes
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One area where retirees or people planning for retirement often pay too…
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Home and auto insurance are mandatory — what about life?
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If you drive a car or own or rent a home, insurance…
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Investing Your Values
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There used to be a time when you’d be hard-pressed to match…
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