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There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

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Listen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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There’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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As we all know, retirement planning can be difficult. There are a number of ways to stay afloat during the golden years of your life, with some methods more common than others. 

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The term “capital preservation” sounds a lot more complicated than it actually is. The real idea behind this type of investment strategy is understanding that the money you’ve saved only exists for when you need it...

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Nobody wants to think about estate planning. Alas, death is a reality of life that everyone has to take into consideration at some point...

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Retirement should be a happy period. You’ve worked hard for years, and now you finally get time to enjoy your life outside of the workforce. That said, the extent to which you’re able to function financially in retirement varies depending on how much you’ve saved...

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There’s no question that the best part of charitable giving is that feeling you get when you give back. Whether it’s donating to a cause you believe in or an organization that holds sentimental value to you, charitable giving is a soul-warming experience unlike any other...

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Passing wealth down to your heirs isn’t always as straightforward as one might assume...

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Ironically, the saying, “All that glitters is not gold,” sometimes comes to mind when investing in the precious metal. While some investors are more skeptical than others about its actual value, it’s important to weigh all the facts...

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As much as we’d all love to be money masterminds like Leonardo DiCaprio in The Wolf of Wall Street, you’re likely already aware that finances can be a little more challenging than the movies make them out to be...

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