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A WEALTH OF SERVICE.®

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Leaving A Legacy
Published on May 15, 2019
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.
Women and Financial Planning: 5 Steps to Consider
Published on May 09, 2019
Women represent the largest proportion of influence over wealth. They own more than half (51%) of all U.S. personal wealth and they’re on track to inherit two thirds of the wealth ($22 trillion) by 2020.*  Therefore, it seems logical that women take a more dynamic role in making decisions about their finances and planning for their retirement. There is no time like the present to take the wheel in driving your financial future, rather than ending up in a crisis situation as a widow or due to an unexpected divorce and not having the foundation you need to make smart decisions about your finances.
Rules on Opening a 529 Plan Account for College
Published on May 01, 2019
Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account.

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