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Should I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family…
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Who gets my money when I die?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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Estate planning was never just about taxes
One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away…
