Understanding Trusts in Estate Planning
Estate planning is often seen as a daunting process, especially after the loss of a partner. For widows, it’s not just...
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Estate Planning Essentials for Widows
Widows often face significant financial challenges and complexities following the loss of a spouse. At Prepared...
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How to Handle Market Volatility: Lessons for 401(k) and IRA Investors from Real Estate Investors
Executive Summary Understanding Market Volatility: Market downturns can trigger feelings of anxiety, rooted in our...
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How Tariffs Can Impact the Stock Market—For Better or Worse
When we hear about tariffs the conversation often turns to trade disputes and economic implications. But there’s another...
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Love and Money: A Deeper Connection
Executive Summary Profound Insight: A mentor shared, “Money is love,” highlighting how our financial choices reflect our...
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Why Estate Planning Is More Than Just Paperwork
Estate planning is often seen as a tedious task that many tend to delay or dismiss. However, as Ashley Han, an...
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Finding Balance in Financial Freedom: The Power of a Freedom Fund
Executive Summary: Value of Freedom: Money should enhance life, not restrict it. Freedom Fund Concept: A non-retirement...
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Preparing Financially for Life's Big Moments
This month, I aim to keep this article brief, as I’m currently cradling a 9-pound blessing in one arm—my wife and I...
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Empowered Grief: Navigating Loss and Rebuilding Life with Support
Coping with the loss of a spouse is one of life's most profound challenges. Amidst the waves of emotions, practical...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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The "Best" Investment You Can Make Just in Time for New Years
As a financial planner, I frequently encounter the question, “What’s the best investment currently available?” For a...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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