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Surviving Spouse Finances: Taking a Larger Role with Your Money
Carina S. Diamond, CFP®
Death, disability and divorce – the “3 Ds” – can all be emotionally devastating. The financial aspects, however, can have far-reaching effects
Protecting the Elderly from Financial Abuse
Marguerita Cheng, CFP®
Increased sophistication from scammers makes it more important than ever to be educated on ways to protect the elderly from financial abuse.
Saving Strategies for the Self-Employed
Marty Reid, CFP®
Saving strategies for the self-employed can be more difficult with cash flow to think about. With proper saving strategies in place, saving for the future can be easier.
What is a 529 Plan? How to Make the Most of It
David Zuckerman, CFP®
What is a 529 plan? A 529 plan is an investment account with tax advantages used to pay for secondary and higher education expenses.
The Financial Implications of Retiring Abroad
JJ Burns, CFP®
Here’s what you need to know about the financial implications of retiring abroad so you can make the right decisions.
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