Archive for September 2021
Single People Have Special Planning Concerns
Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the…
Read MorePower of Repositioning
A theme of repositioning has emerged in front of me recently. I have long used this concept as a financial planner to find and exploit financial efficiencies. The concept appeared…
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