If you answered yes to this question, then you need to pay attention to estate planning. Nearly everyone has an estate—regardless of how large or small. It’s made up of everything you own—home, car, savings account, investments, etc. And one
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It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and
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The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and
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A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42%
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When I was a senior working on my bachelor’s degree at the University of Dayton, I wanted to be a stockbroker. In the Fall of 1987, I was lucky enough to land an internship at the downtown Dayton office of
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