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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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