Latest articles by Bruce S. Udell, ChFC, CLU, MCEP
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Rethinking Your Retirement Nest Egg
retirement Be sure you are truly prepared and not at risk of running out of money during your retirement.
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How to Help Your Children Financially Now Without Giving Them Any Money
retirement Talk to them about what you hope to leave them after you die—for their retirements. You will ease their financial burdens.
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Are You Losing Big Tax Savings on Your Charitable Bequests?
taxes Don't wait for death to give money to charity. Set up a charitable remainder trust now and get a tax deduction.
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A Recipe for Estate-Planning Failure
taxes Many wealthy people put their lifestyles first when it comes to financial planning. That's where a good adviser comes in.
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