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Here's What We Think

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Where There's A Will, There's A Plan

It’s a good idea to have a will so any assets left behind go to the people or organizations you choose – and not to legal fees, taxes, and heirs chosen by a probate judge. Take control of your future and make a plan. Read this week's blog to learn how working with a professional advisor can help you with the process of creating your will.

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Women and the Retirement Crisis

While a retirement shortfall isn’t news, few people recognize it does not affect everyone equally. Women are 80% more likely than men to be impoverished early in retirement, reported the National Institute on Retirement Security. We call this Bag Lady Syndrome and there are 5 actionable steps women can take to avoid experiencing a retirement savings shortfall.

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