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Ring in the New Year with a Financial Check Up
At the time of writing this post, we are all poised to careen over the “fiscal cliff.” The White House and Congress are entrenched in their positions and it is we, the taxpayers, who stand to lose in...
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More Beneficiary Blunders
A while back, I wrote a blog called “Avoiding Beneficiary Horror Stories.” At that time I discussed many potential problems that may arise when you don’t review your forms periodically to ensure...
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