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Personal Planner
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will,...
Washington News
Top Tax Tips for Easy Filing
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax...
Savvy Living
How Long to Keep Financial Records
Is there a rule of thumb on how long someone should keep their financial documents? I have filing cabinets...