Financial Planning
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Most Americans don’t have a will or trust, so if you haven’t gotten around to putting one in place, you’re not alone. Maybe you thought you were too young to need a plan or you’ve known you needed a plan but just haven’t made it a priority. The truth is that regardless of the reason for not having a plan, no excuse will matter if…
How Much Does College Cost? It’s important to have an idea of what the expected costs of college are in…
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…
Seventy somethings are more active than ever but many worry about outliving their money or having a health concern that puts their future at risk. If you’re in your seventies you need to know the lifestyle you can afford and how you’ll create the “paycheck” to pay for it. Here’s our list of top financial tips to get on track in your seventies.