Latest articles by Chris Harlow, CPA, Investment Adviser Representative
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Other Uses for Life Insurance You May Not Know About
life insurance There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care. Could life insurance play a larger alternative role in your retirement strategy?
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5 Ways to Build A Better Tax Plan for 2017
taxes Taxes may be inevitable, but they're also something you have some power over. Here are five strategies to manage your tax burden going forward.
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Near Retirement? 5 Plans You MUST Have in Place
Financial Planning If you’re racing toward retirement, you’ve got to prepare for some twists and turns. To make sure your money lasts and your family is cared for, you need to address these five challenges.
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5 Things You Can Do Right Now to Help Improve Your Retirement Outlook
investing When you're about five years away from retiring, take these five steps to complete your retirement masterpiece.
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