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Financial Planning Fridays #38: A 100-Year Plan

Today I want you to consider a different way to think about your investments. What if you and your family had a 100-year time horizon? Most Presilium clients have financial plans that show their wealth continuing to grow year after year. Due to their projected withdrawal and growth rates, their investment accounts are projected to […]

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Financial Planning Fridays #9: Estate Planning

Today in our ninth episode we wanted to talk about Estate Planning. A good estate plan transfers your assets and investments to your designated beneficiaries in the most effective way possible under the current laws. A good estate plan also transfers assets and investments in the easiest way to your beneficiaries in what otherwise can […]

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