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WealthStyle

Stories to enjoy an abundant life

Your Annual Financial Checkup

It’s important to have an annual financial checkup to make sure you are on the right track for hitting your short and long-term goals. Here are 7 elements you should have on your agenda.

Discussing Family Legacy During the Holidays

The holiday season is in full swing. It’s the busiest time of the year with all the parties, planning, hosting and spending time with those that are nearest and dearest to you. While it may not seem that there is a perfect time to discuss what’s going to happen when you die with your family, the holidays may be the most opportune time.

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