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Important Estate-planning Tools

No matter how much you are worth, it is important to have an estate plan in place to protect yourself, your loved ones and your assets. An effective estate plan is one of the best things you can do for your family to ensure you pass on as much as possible, on your own terms, […]
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Your Guide To Mutual Funds Part 2

This is a two part series. Please click here for part 1! There are many types of mutual funds with a wide variety of investment objectives and risk and return characteristics. Below is an overview of fund categories listed from higher risk/return potential to lower. Aggressive Growth Equity Funds attempt to invest in securities whose […]
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Red Flags Could Get You Audited

This year taxpayers have until April 17 to file their 2011 tax returns because of Emancipation Day, a holiday observed in the District of Columbia that falls on April 16. The extra two days may help if you haven’t filed your taxes. Even if you have, it is important to take extra care in completing […]
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Which Life Insurance Is For You?

Benjamin Franklin once said “Certainty? In this world nothing is certain but death and taxes.” Although one cannot control death, one can control how to protect loved ones through life insurance. The proper amount of life insurance will ensure that they will have enough money to pay down debts, replace the loss of income and […]
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