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5 Ways to Calm the Anxious American

Wealth Planning

During times when we are most anxious, keeping a focus on your planning can help.Consider protecting your loved ones with a strong and updated estate plan, being sure your beneficiary designations and current.Work to ease your portfolio panic with a solid diversification plan, which may help you better weather the storm when volatility occurs.

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Paying for the (Grand) Child’s Education: Making Educated Choices Through COVID-19 and Beyond

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal. While daunting college tuition bills have always been a concern to many parents and grandparents, the coronavirus pandemic and the resulting economic crisis have only served to exacerbate those concerns.

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