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Estate Planning for Blended Families

Estate Planning for Blended Families

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering...

The Growing Popularity of ETFs

The Growing Popularity of ETFs

In last month’s Money Notes, we talked in depth about the importance of diversifying your assets. This month, we are...

Planning for Life’s Milestones

Planning for Life’s Milestones

We all have dreams regarding important milestones we hope to achieve during our lives – from buying a home and funding college...