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Blog Posts in June, 2017

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  • Avoiding Retirement Planning Mistakes
    Avoiding Retirement Planning Mistakes

    I once ran into a retiree who had a considerable amount of wealth and lived very luxuriously. Over the course of our conversation it was discovered that he had spent his entire life working as a ...

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  • Recognizing Financial Elder Abuse
    Recognizing Financial Elder Abuse

    As parents and older loved ones age, they can find themselves unadjusted to a new dynamic of society. Where once they might have trusted many people in their younger days, they’re now faced with the ...

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  • 6 Steps for Helping Parents with Retirement Planning
    6 Steps for Helping Parents with Retirement Planning

    One of the benefits of a struggling economy is the increased attention to retirement planning. Granted, some people will have a retirement plan in place early in life, but the average American isn’t ...

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  • The Advantages of Tax-Free Gifts
    The Advantages of Tax-Free Gifts

    There are many reasons to hire an estate planning attorney when you are concerned about the financial security of your loved ones. However, a reason that is arguably the most significant is the issue ...

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