Get In shape - Financial Fitness 101
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape....
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Are Your Beneficiary Designations Up To Date? (Updated March 2018)
Are Your Beneficiary Designations Up to Date? Who should inherit your IRA or 401(k)? See that they do Provided by Ed Pap...
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Retirement In Sight for June, 2018
R E T I R E M E N T I N S I G H T Presented by Ed Papier MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES JU...
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Millennials Can Tackle The World of Financial Planning
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with...
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Planning your Estate
Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in...
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Why Financial Advisors Are Still Necessary
The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for f...
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Tax Planning Basics
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most ben...
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A Summary of 2018 Tax Changes
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax...
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A Quick Guide to Planned Giving
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving o...
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