David Walters suggests that retirees with largely illiquid assets may benefit from an estate planning strategy involving life insurance.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Melinda Kibler in City and Shore
Melinda Kibler urges those without an estate plan to consider creating a will and other planning documents as soon as possible.
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Melinda Kibler in Learn How To Become
Melinda Kibler shares her experience working as a financial adviser with those considering a career in the field.
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Laurie Samay in The Street
Laurie Samay explains why states often fight taxpayers’ efforts to establish a new domicile.
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Ben Sullivan in MainStreet
Ben Sullivan offers tips for a cost-effective but enjoyable approach to retirement.
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Anthony Criscuolo in USA Today
Anthony Criscuolo discusses the benefits of establishing good saving habits as early as possible.
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David Walters in MainStreet
David Walters lists a variety of methods for funding home improvements without drawing on home equity.
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Rebecca Pavese in U.S. News & World Report
Rebecca Pavese warns investors about the risks inherent in flipping real estate.
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David Walters in Money
David Walters answers a question about whether to hold or sell a profitable rental property.
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