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Stay informed about your financial health

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Why is Estate Planning Important for Everyone?

Why is Estate Planning Important for Everyone?

Estate planning is essential for everyone, regardless of the size of their assets or net worth. It’s about ensuring your wishes are honored, your loved ones are cared for, and your financial legacy is preserved. Let’s explore what estate planning is and why it’s important for everyone…

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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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Jerrí Hewett Miller CFP®, RICP, BFA

 

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