It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Getting what you want out of your money may require the right game plan.