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5 Tips for Creating an Ethical Will

(Family Features) When you’re organizing your end-of-life affairs, preparing a will is likely high on your list of priorities. What you may not realize is that there are different kinds of wills. A last will and testament is probably what you think of first; it’s a legal directive about how your assets should be handled upon your death. An ethical…

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Fairhaven Wealth Management Launches Pro Bono Financial Planning Day

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A leading registered investment advisory firm is making available its team of financial planners and network of attorneys and tax professionals…for FREE! WHEATON, Ill. /PRNewswire/ — To support and encourage anyone taking that first step in preparing or modifying their financial plan, Fairhaven Wealth Management is hosting a pro bono financial planning day on Thursday, June 16th. “Anyone who thinks financial planning is…

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Despite National and Global Uncertainties, Education Savings Remains Top of Mind for Americans, Edward Jones Finds

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11th annual survey finds nearly half of Americans do not believe they are saving enough for education ST. LOUIS /PRNewswire/ — Despite weathering a pandemic and rising inflation, a majority of Americans (55%) say the current socio-economic conditions in the country have not changed their opinions on the importance of saving for higher education. This is according to an annual 529 awareness…

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New Book and Website Assist Tax-Wise Use of 401k and IRA Accounts in Retirement

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From Savvy Saver to Smart Spender shows how withdrawals before age 72 can reduce taxes, countering conventional wisdom NAPLES, Fla. /PRNewswire/ — Daniel McDonald’s new book, From Savvy Saver to Smart Spender, bucks conventional wisdom for retirees and people nearing or planning for retirement. While most people focus on saving for retirement, few consider how best to withdraw those savings when it is time to use them. McDonald’s book and…

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U.S. Phones Received Over 3.9 Billion Robocalls in April, Says YouMail Robocall Index

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April Robocall Volume Down Nearly 10% After March Spike IRVINE, Calif. /PRNewswire/ — In April, Americans received over 3.9 billion robocalls, keeping 2022 on pace to hit 48 billion robocalls for the full year, averaging roughly 4 billion robocalls a month. This monthly call volume marked a 9.7% decrease from March. Because April has one fewer day than March, robocalls were…

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CFP Board Releases Six-Part Book on Psychology of Financial Planning

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The Psychology of Financial Planning is a resource for financial planning professionals and students on a critical competency WASHINGTON /PRNewswire/ — Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today the release of The Psychology of Financial Planning, a six-part book published by ALM. The book is a resource for financial planning professionals on the Psychology of Financial Planning, a new Principal…

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5 Tips to Stretch Your Summer Travel Budget

(Family Features) Many of the nation’s leading travel experts are predicting a surge in travel this summer. It’s no surprise that after months of restrictions, Americans are ready to set out on their next adventures. While popular destinations are likely to be open and welcoming visitors, the uptick in traffic combined with higher prices may translate into more expensive travel….

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