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Why You Should Invest in Foreign Markets

Diversification helps balance out the two aspects of investing: risk and reward. Diversifying your portfolio of investments by investing in emerging and foreign markets outside the United States can help you in the long-term.

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Planning

Getting Goals Right

As we embark on a new decade, it’s
natural to wonder about what lies
ahead. A century ago, they called them
the “Roaring Twenties,” but what will
be the hallmark of this era? We can
be sure it will bring both challenges
and opportunities. The new year is a
great time to evaluate our goals, make
course corrections, and give ourselves
permission to dream big.

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Planning

Providing for your Pets

Everything you own, right down to that set of fancy golf clubs, may be part of your estate once you’re gone, and a comprehensive estate strategy is crucial for multiple reasons. But a truly great estate strategy protects more than just your wealth: it also helps protect those you love, easing the stress they may experience upon your passing. For many of us, our non-human loved ones are part of the family. Let’s take a look at how you can provide for their future.

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Planning

Navigating the 5 Financial Stages

As we go through life, we pass milestones that mark transitions into different phases of life. Financial transitions accompany these turning points. Our goals change and our priorities shift in response to these changing life needs.

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Finance

Giving Back

Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, and its humble expressions of caring and compassion. This is where life ought to begin.

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Planning

Going Green and Saving Green with Solar Panels

Keeping your house warm in the winter or cool in the summer can
get costly during more severe seasons of weather extremes.
While paying our utility bills may seem unavoidable, what if we
could cut costs by harnessing the energy of the sun?

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Finance

5 Benefits of Creating a Trust to Manage Wealth

Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning. Probate is the method of estate administration upon the death of an individual where that individual’s estate and assets are delegated. This process can cost thousands of dollars and be time consuming. To avoid this and to ensure that your loved ones receive the maximum value from your estate and assets, you can set up a trust.

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Planning

Downsizing Before Retirement

For those whom retirement is a long way off, it can represent a never-ending vacation, a time free of work and full of play. For others who are closer to retiring, their next chapter may represent an exciting season filled with new and meaningful contributions…

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Planning

The Importance of Creating a Will

Creating your will can be a task you avoid as you are admitting to your eventual death. Having a will becomes a priority for many Americans after the age of 50, according to the AARP, but planning ahead is always advisable…

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