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Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.
Did you know long-term care planning doesn’t need to be an afterthought or a worst-case scenario? Talking about it with your family earlier can reduce stress and maximize your quality of life now.
Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.