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When History And Finance Go Wrong
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The planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
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Charitable Plans For A Commercial Building Valued at $2M
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Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…
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5 Annuity Answers Every Investor Needs to Know
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Via NAFA, here are some of the most important annuity questions clients will ask.
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Medigap Policy - Best Time to Buy
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Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.
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Ira And 401(K) Designated Beneficiary Options
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Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs).
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The Best And Worst Way To Pick A Charity
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Experts have noted that a one dimensional focus on nonprofit finances, if not supplemented by other information, can lead a donor/social investor to make the wrong decision as to which nonprofit they support.
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Dude - Where's My Frontal Cortex
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There’s a method to the madness of the teenage brain.
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7 Ways To Avoid Picking A Bad Advisor
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Wealth manager Eric Nelson offers guidelines for investors after a veteran financial journalist gets blindsided by egregious advice.
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Charitable Plans For A Commercial Building Valued at $2M
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Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…
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What Happens To Your Email Account After You Die
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We log into our email, social media and bank accounts, perhaps dozens of times a day, without thinking about how effortlessly we manage our lives online. But have you ever thought about what happens to these accounts when you die?
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