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Estate & Legacy

How to Avoid Probate

How to Avoid Probate What if your hard-earned savings did not make its way to your intended recipient(s) upon your passing?  As we mentioned in a previous post, it’s worse than lost luggage. While a will is a good start for estate planning, it typically is not enough to avoid the costly, time-consuming, and public…

Retirement

Planning a Rewarding Retirement, Part 5: Wealthy Living

The fifth in a series of articles For me there has always been a disconnect between the concept of wealthy living and the size of a person’s bank account, retirement account, or other traditional measure of wealth.  Enjoying a wealthy life should not be determined by how much money one makes or has amassed.  Wealthy…

Don’t Pay More Simply Because You Have More Money.