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How do you want to be remembered? A lack of planning will cause chaos, fighting and discord among your loved ones after you are gone. But it doesn’t need to happen. Prepare your estate and leave with the peace of mind that all is well.

This section will help you discover what steps you need to take for the future. From ensuring you have the correct beneficiaries to the organization of documents such as wills and advanced directives, the more you plan the better your friends and family will appreciate what you have done for them.

Crystal Ball

< 1 min read read now

Investing, Your Legacy

The Market Has No Memory

Amid market swings, it is easy to lose sight of the potential benefits of staying invested over the long run.

binoculars on a case at sunset

< 1 min read read now

Investing, Your Legacy

Hindsight Is 20/20. Foresight Isn’t.

Lorraine Ell | Posted Feb 20

5 min read read now

Financial Planning, Investing, Thinking About Retiring, Your Legacy

Good News for Retirement Investors

Better Money Decisions | Posted Mar 22

3 min read read now

Already Retired, Tax Strategy, Your Legacy

The Bodacious Benefits of a Donor Advised Fund

Lorraine Ell | Posted Nov 29

5 min read read now

Already Retired, Blog, On Your Own, Thinking About Retiring, Your Legacy

What Are Some Things To Consider In Estate Planning?

Lorraine Ell | Posted Nov 14

3 min read read now

Thinking About Retiring, Your Legacy

Avoid These Three Common Financial-Planning Pitfalls

Better Money Decisions | Posted Oct 30

Want to be sure you’re avoiding common pitfalls?

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