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How To Minimize the Taxes on Your Kids’ Inheritance

How To Minimize the Taxes on Your Kids’ Inheritance

by Bruce Sellery | Feb 3, 2019 | Articles, Investing, Saving

Taxes can get really tricky when it comes to estate planning. What are some ways to minimize the tax you pay?

How Much Money Should you Set Aside for Retirement?

How Much Money Should you Set Aside for Retirement?

by Bruce Sellery | Feb 3, 2019 | Articles, Investing, Saving

Everyone’s retirement plan is different. Here are the various factors to consider when deciding how much money you should set aside for each stage of your retirement.

Shift Change: How to Make the Move From “Saver” to “Spender” During Retirement

Shift Change: How to Make the Move From “Saver” to “Spender” During Retirement

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing, Spending

You’ve been a “saver” for as long as you can remember. Now, you’re transitioning into retirement. Here’s how you can shift from being a “saver” to a “spender” without fear and anxiety.

Tips for Finding a Financial Advisor

Tips for Finding a Financial Advisor

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing

A great advisor can make a huge difference in your financial well-being. But how do you go about choosing one? Here are some ways to identify candidates and criteria to use to screen them.

How Much Money Do You Need to Save So You Retire Comfortably?

How Much Money Do You Need to Save So You Retire Comfortably?

by Bruce Sellery | Feb 3, 2019 | Articles, Investing, Saving

The earlier you start saving for retirement, the better. But how do you start? Here are some tips that can help you retire comfortably.

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