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Los Angeles Legacy Planning
Your Legacy: Do you have a plan in place?
Legacy Planning
July 12, 2011
Recently, I received a call from a lady who needed financial assistance to start a business. She had done a ‘reverse mortgage’ on her...
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Your Legacy: Do you have a plan in place?
Legacy Planning
October 18, 2010
Last week, I received a call from a lady who needed financial assistance to start a business. She had done a ‘reverse mortgage’ on her...
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401k Rollover mistakes to avoid
Business & Finance
July 26, 2010
401k Rollover mistakes can be brutal. Have you ever considered rolling your 401k or other retirement account from one financial institution to...
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Estate planning applies to everyone
Business & Finance
June 25, 2010
Nobody likes to think about estate planning—except perhaps for estate lawyers. Many assume that after-death planning is something only rich...
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