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Don't Forget About Year-End Investment Planning
As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional
Think Twice Before Counting on a COLA
The rising costs of food, gas, electricity, and health care can strain anyone's budget. The situation is even worse if your living expenses increase while your income
Dealing with Medical Billing Issues
It's a common occurrence these days--you receive a sky-high medical bill in the mail. Maybe the bill is for medical services or treatments that you thought were
How do I change or revoke a will?
Your will does not take effect until you die. You can create a new will or revoke or amend an existing will up until your death.
What do I need to do to create a will?
A will is a legal document that is generally used to describe how you want your estate to be distributed after your death. It might also be used to name an executor for
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member
NFPAS is not affiliated with The Monteverde Group, LLC. NFPAS does not offer tax or legal advice.
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