Stay informed about your
financial health

Stay informed about your financial health

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Strategies for Passing Wealth Without Creating Dependency

Strategies for Passing Wealth Without Creating Dependency

1. Education and Financial Literacy: The Gift That Lasts a Lifetime One of the best ways to ensure your heirs use inherited wealth wisely is by educating them about personal finance. Without a solid understanding of budgeting, investing, taxes, and the value of money,...

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Your 2024 Year-End Financial Planning Checklist

Your 2024 Year-End Financial Planning Checklist

As the year winds down, it’s the perfect time to review your financial plans and make any final adjustments. Small steps now can lead to a stronger financial outlook in 2025 and beyond. Here’s a checklist to help you stay on course: 1. Review Your Investment...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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