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Do You Know Who Your Beneficiaries Are?


You may not realize that some of your most valuable assets will convey directly to your designated beneficiaries, taking precedence over instructions in a will and avoiding a potentially protracted probate process.
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Required Minimum Distributions


Many retirement plans require that you begin taking minimum distributions after you reach age 70 ½.
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Correlation and Portfolio Performance


 How correlation plays a role in constructing a portfolio that strikes a balance between risk and potential return.
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