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Inherited IRAs: What You Should Know
The rules pertaining to Individual Retirement Account (IRA) beneficiaries are complicated. Here is a quick look at the limitations the Internal Revenue Service (IRS) places on the beneficiaries of IRAs.
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What Makes You Happy?

August 16, 2022
What Makes You Happy?
Here is a 75 year study by Harvard University on leading a fulfilling life. Keep in mind, this study was done by generations of researchers.
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Dreaming of Owning a Second Home?
Summer is here and with it could be new dreams of owning a second, seasonal home. But fulfilling this dream takes attention to detail and a firm vision of your long-term goals. Here are the top 5 issues to explore when considering the purchase of a second home.
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It’s Your Money. . .Who Decides How Your Charitable $$ will be Spent?
For those who give to a charity near and dear to your heart, your desire to specify where your donation dollars will go may jeopardize your ability to claim an income tax deductions. Proper planning is essential, and in this article we discuss how to gain more control over how your donations are used.
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Five Common Misconceptions About Retirement
When some plan for retirement, a seemingly exciting new phase of life, they might want to double-check their expectations. Here we look at five common misconceptions about retirement. Knowing these upfront could prove useful in your planning.
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Make End-of-Life Plans Like First-Responders Do
Most don't make adequate preparations before dying. Preparing means communicating with relatives and other loved ones – and that can be hard. Given the certainty we all face of when we will pass, shouldn't your loved ones know how to respond? Do they know what you want and expect of them? We’re here to help.
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Potential Benefits of Lifetime Gifts
Many estate plans include a program of making lifetime gifts which has the potential to offer important rewards and benefits. Here are some of these benefits you may want to consider.
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