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1. Estate planning is an important strategy for arranging financial affairs and protecting heirs — here are 5 reasons why everyone needs an estate plan
   Summary List PlacementWhen you hear the word "estate," you might think of mansions, huge stock portfolios, art and antiques, and other pricey possessions like cars, yachts, and fine jewelry. The things high-net-worth individuals, especially elderly ones, own and leave behind them after they die. But estate planning isn
2. Wealth Planning for Business Owners
   A successful business generates wealth. But the process doesn’t stop there. Are you maximizing your opportunity to protect and preserve that wealth?
3. Bucket Budgeting: An Easy Way To Manage Cash Flow
   Like dieting or exercise, budgeting requires consistency to produce results. But budgeting can be difficult to make into a habit, as it can feel
4. Considering Annuities? Here’s What to Keep in Mind
   The fear of running out of money consistently ranks as a top concern for retirees and soon-to-be retirees. And yet, despite their anxiety, many
5. Three Tips for When Your Small Business Needs to Raise Funds
   Trying to start a business or take one to the next level can be expensive. You might be increasing your staffing, starting a marketing campaign or
6. The Most Common Customer Service Mistakes Small Businesses Make
   Customer service can make or break a business. Here are some common mistakes and how to avoid them
7. What Will They Remember About You? It's Not Just About Your Money
   Retirement is about more than just slowing down. It can also be about leadership, wisdom and making a lasting impact.
8. 2022 Transfer Tax Update
   Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
9. 3 Tips for Investing in Your 50s
   The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
10. 5 Savings Accounts Everyone Should Have
    Saving money for the future is important. In fact, it's a good idea to have not just one savings account but several different types of accounts.