Article-95716

May 24, 2018 |

Plan for the Best… and Worst

Don’t put off the process of estate planning, such as articulating important agreements like a power of attorney or your will because you assume that ...

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Article-95714

May 23, 2018 |

High Net Worth Clients Must Have Experienced Estate Planners

Anyone who has an extremely high net worth must be mindful of the many different ways that their assets and their overall estate can be ...

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Article-95712

May 22, 2018 |

How Making Better Financial Decisions Can Help You in the Future

Many people are confused about investment basics and this can cause problems when they approach financial or estate planning. Financial planning unfortunately, usually isn’t taught ...

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Article-95709

May 21, 2018 |

Gender Pay Gap Has Retirement Implications for Women

Although women now graduate in greater numbers than men from college, they also carry 64% of student loan debt. A new study completed by Merrill ...

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Article-95705

May 17, 2018 |

What You Need to Know About Estate Planning and Business Succession Planning from The Perspective of a Lawyer

The concept of business succession planning and estate planning must be taken together for anyone who owns a company. There are many different ways that ...

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Article-95702

May 16, 2018 |

Does The 4% Rule Still Factor into Your Retirement?

When thinking ahead about how many assets you need to be putting into your retirement, what different percentages you use will depend on your overall ...

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Article-95699

May 15, 2018 |

Your Estate Plan Doesn’t Have to Be a Failure

Estate planners already know and share often that many plans don’t produce the results the owner expected. The skills necessary to inherit the wealth may ...

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Article-95696

May 14, 2018 |

Are You Prepared for Thousands of Days in Retirement?

Many people who are looking ahead to their retirement may miss out on the fact that increasing longevity numbers show that once you have retired ...

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Article-95694

May 10, 2018 |

Most Common Financial Challenges Of Widows And Widowers

Widows and widowers face unique financial challenges when approaching their future.  The sudden loss of a spouse can represent a distinct change in their life ...

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Article-95691

May 9, 2018 |

New Study Can Reveal Alzheimer’s Symptoms 10 Years In Advance

A new study identifies that there is artificial intelligence that could help identify the early signs of Alzheimer’s and Dementia-related problems approximately a decade before ...

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Recent Posts

October 2026 Tax Deadlines: What Individuals and Business Owners Should Know

October 15, 2026 is an important federal tax deadline for many individuals and corporations that requested extensions. Here’s what taxpayers should know as the deadline ...

<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...

<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>