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Giving is good for you
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Studies, including a five year one done with the support of the US government, have shown some pretty amazing benefits, including: lower blood pressure, increased self-esteem, less depression, lower stress levels, longer life, and greater happiness.
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IYE Week 2 It's Your Estate Quiz Questions & Answers
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It’ Your Estate Quiz and Answers for the fall 2020 workshop session
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Dear Mom and Dad - Here's Something That's Easier to Read Than to Discuss
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WSJ – Your Money Matters: Getting Going – by Jonathan Clements
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The Money Talk With Your Parents - Do It This Weekend
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Is it time for the dreaded money, aging and death talk?
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Outline - IYE Week 1 - Estate Test and Tax Update - Marty McNamara & Peter Kote - Fall 2020
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“IYE Week 1 – Quiz Questions” by Marty McNamara & Peter Kote
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ASK FIRST Form - Marty McNamara
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2020: ASK First Form filled out by Marty McNamara.
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IYE - ASK FIRST Form - Peter Kote
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2020: ASK First Form filled out by Peter Kote.
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Outline - IYE Week 1 - Tax Update - Peter Kote - Fall 2020
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“Tax Update” by Marty McNamara & Peter Kote
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How To Start A Conversation About Estate Planning
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Having these conversations takes a lot of courage, they can help avoid surprises, lead to better financial planning and promote family harmony.
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ASK FIRST Form - Mark Prendergast
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2020: ASK First Form filled out by Mark Prendergast.
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