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Estate Planning

How to Take Advantage of New Estate Planning Opportunities Caused by the Coronavirus

A depressed market intersecting with the ongoing pandemic and current tax laws has given rise to potential tax benefits for those interested in reviewing their estate plans. The number of global coronavirus cases surpassed 900,000 on Wednesday—with more than 200,000 known infections, and a death toll that has quadrupled over the last week just in the United States. The health…

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10 Financial And Estate Planning Matters To Think About During This Crisis

Positive steps we can all take to protect our financial wellness during this season of uncertainty  GETTY As the global coronavirus pandemic continues to unfold, there are some non-investing matters we should consider in order to protect our families and financial well-being. Here are ten ideas to think about: Durable and Heath Care Powers of…

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Women’s retirement prospects are improving, but not enough

KEY POINTS Women’s retirement readiness has seen limited growth over the past five years across the U.S. and other countries. While women still face challenges to becoming financially independent — including lower wages and more time out of the workforce for care-giving — there are steps they can take to improve their security. One key…

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Is Your Estate As Planned As You Think?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right? By Patrick O’Brien, Next Avenue Contributor While most of us would like to think that estate planning is that simple, there are other things to…

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Top Retirement Savings Tips for 55-to-64-Year-Olds

There’s still time to give your savings a good boost before you retire If you’re between 55 and 64 years old, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money saved can make all the difference, both financially and psychologically.…

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I Killed My Teenager’s Fancy College Dreams. You Should, Too.

Forty-five million Americans owe a collective $1.6 trillion in student debt. Here’s why my daughter won’t be one of them. Photo illustration by Slate. Photos by Vasily Koloda on Unsplash, master1305/iStock/Getty Images Plus, and ayzek/iStock/Getty Images Plus. A couple months ago, my 17-year-old daughter’s guidance counselor called her into his office to ask pretty much…

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7 retirement saving mistakes financial advisers see too often

Saving for retirement is confusing – it’s no surprise we make mistakes along the way. Luckily, there are strategies to get back on track. Below, financial planners share the most common mistakes, and how they help their clients recover. 1. Failing to create a plan A retirement plan is one of the best ways to…

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Newsletter: October 2019

Our October 2019 Newsletter includes an in house article on the Importance of Estate Planning, highlights from Bra Country Fest and the Making Strides Against Breast Cancer of New Orleans run/walk. You will see photos from the Ricks family during this LSU football tailgate season and photos from our training events.  Don’t miss getting to…

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