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THIS INFORMATION IS AS GENERIC AS POSSIBLE; NEVERTHELESS, INDIVIDUALS SHOULD CONSULT US OR THEIR OWN INVESTMENT COUNSEL REGARDING PERSONAL CIRCUMSTANCES PRIOR TO ACTING

Hospitalized Friend or Relative

As I age, it seems that many of those around me are getting older as well.  And some have gone to the hospital.  How we deal with those in the hospital can be important to you as well as the patient and the health care providers.  For some tips, click here

Why Fee Only Planner?

Is a fee-only planner really fee-only? As broker-dealers have searched for customers, many brokers have advertised as fee-only, when, in fact, they receive compensation from commissions or other sources. An important point to note that a Registered Investment Advisor has a fiduciary duty to protect client assets, free of conflicts of interest.  Click Here

Loose Ends In Your Will

Is your will really what you will? Loose ends and out of date documents can cause your estate to be distributed in ways you did not really intend. Click here.

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