Estate Management Checklist
Deciding When to Take Social Security Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
Managing Money as a Couple
Managing Money as a Couple When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money...
A Look at Diversification
A Look at Diversification Sgroi Financial Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates,...
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