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We want to pass on our legacy, to have our lives continue to better the world after we’re gone, and that’s what estate planning is all about.
It’s strategizing how to maximize the wealth you accumulate today to have the most significant impact on the lives of your family and the continued work of the causes that matter most to you.
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Financial Resources
November 30, 2023
Investing Mistake #1: Over Diversification
In investing, as in anything else, there are mistakes to be made. And those mistakes can be both painful and…
May 3, 2023
#5 STUFF YOU ALREADY KNOW ABOUT INVESTING: YOUR CONTROL
What We Can’t Control We are wired to want to control things. We feel good when we are actively doing…
May 3, 2023
#4 STUFF YOU ALREADY KNOW ABOUT INVESTING: BORING IS BETTER
Boring Investing “Make a million dollars in a week!”Sounds promising, doesn’t it? A quick and exciting way to big money.So…
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