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Stay informed about your financial health

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Essential Estate Planning Steps Every Family Should Take

Estate planning is one of the most important and often overlooked components of a comprehensive financial strategy. For many families, especially those with significant assets, the goal isn’t just to transfer wealth; it’s to protect loved ones, preserve intentions,...

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2026 Outlook: The Policy Engine

Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...

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Why Long-Term Care Planning Matters

November is Long-Term Care Awareness Month, a good time to consider how an unexpected health event could impact your family and finances. Even for high-net-worth families, the cost of long-term care can create challenges. A private nursing home room now averages over...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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