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Buy-Sell Agreements: A Must-Have in Succession Planning for Family-Owned Businesses
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Financial Planning Considerations for Single Women
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Tax-Smart Planning Strategies
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5 Investing Blunders We See Investors Make
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Fixed Income Investment Strategies: 4 Ways to Mitigate Inflation Risk
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Debt Management in a Healthy Financial Plan
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The Three Most Pressing Feats in Retirement
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Inheritance vs. Gifting: What is the Best Way to Share Your Wealth Given the Current Tax Climate?
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Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse
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The Art of Retirement
Written to serve as an inspirational retirement planning guide, The Art of Retirement is meant to help you along life’s journey by exploring the story of Michelangelo’s life and art as a parable to show you how you can create your own life’s masterpiece. All profits from book sales go directly to charity.