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Posts Tagged ‘assets’

Guest Blog: What Happens to Your Mortgage When You Pass Away?

By Shakespeare | June 20, 2025
Mortgage Image

Guest Blog: What Happens to Your Mortgage When You Pass Away? Written By: Michael Creed, Mortgage Advisor & Partner at Luminate Bank | NMLS ID 50441 Estate planning often focuses…

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Guest Blog: Estate Planning for Blended Families

By Shakespeare | August 20, 2022
Blended Family Tree

Estate Planning for Blended Families Written By: Bill Lyne, Lyne Law Firm, LLC When two people get married and one or both have children from a prior relationship, a “blended…

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Estate Planning at Different Stages of Life

By Kevin Reardon | September 14, 2021

By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…

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Retirement Spending: There are Trade-Offs

By Kevin Reardon | June 14, 2021

By Kevin Reardon CFP® You have worked your whole life, saved well, and are ready to retire.  It’s important to know how much you can pull from your assets during retirement…

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Are Value Stocks Poised for a Comeback?

By Brian Ellenbecker | March 31, 2021
Value Stocks Poised For Comeback 3.31.21

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