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3 key discussion points when considering a family cottage (or vacation home) in your estate plan

3 key discussion points when considering a family cottage (or vacation home) in your estate plan

Side note: The picture above has nothing to do with the article below but I've come to realize that any pictures related to 'financial planning' are boring and redundant... maybe I'm just not creativ...

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6 Great Reasons to Consider Life Insurance Even if You’re Single

6 Great Reasons to Consider Life Insurance Even if You’re Single

Side note: The picture above has nothing to do with the article below but I've come to realize that any pictures relating to 'financial planning' are boring and redundant... maybe I'm just not creati...

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The Benefit of Hindsight, Now

The Benefit of Hindsight, Now

So you’ve just bought a new home, you’re feeling good ... no, you’re feeling GREAT. See you later condo life! More rooms, a bigger kitchen where you and your significant other won’t constant...

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From Co-Operative Housing to a $1,000,000 Charitable Gift

From Co-Operative Housing to a $1,000,000 Charitable Gift

When I started at Stewart Financial I was told early and often by Duncan that I needed to find a niche that would differentiate me from other professionals in the financial planning industry. ...

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Why, Oh Why, Do I Need CI?

Why, Oh Why, Do I Need CI?

Side note: The picture above has nothing to do with the article below but I've come to realize that any pictures relating to 'financial planning' are so boring and redundant... maybe I'm just not ...

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