Life-Stage Estate Planning

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

We’ve written before how a little strategic long-term thinking is good for your financial health. Tying in your personal financial goals with the goals for your investment portfolio helps you to stay the course when the course gets rocky. As with investments, being strategic with your estate plan is another best practice we encourage for our clients.

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