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Feb
09
Woody & Gerry's 11 Estate Planning Tips That Apply To Everyone (no matter how large or small your net worth)
WOODY & GERRY’S 11 ESTATE PLANNING TIPS THAT APPLY TO EVERYONE (NO MATTER YOUR NET WORTH) 1. Make a complete and accurate inventory of all assets and their values. 2. Determine the form of ownership of each asset; understand its effect on the transfer of property at death. 3. Verify beneficiary designations on life insurance policies and retirement accounts. 4. Estimate the size of the estate to determine whether estate tax planning is needed. 5. Decide whether certain family members or assets need special protection (minor children, those with special needs, family business). 6. Select beneficiaries and determine what provisions should be made for each. 7. Determine how financial and health care decisions will be made...
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Jan
16
Woody's & Gerry's Top 10 Investing Mistakes To Avoid
Tags: Investing
WOODY & GERRY’S TOP 10 INVESTING MISTAKES TO AVOID ·         Failing to Diversify.  If you have all your money tied up in a single investment and something goes wrong, you will lose all your money.  Too much diversification, however, will result in having too many investments to properly manage. ·         Letting Your Emotions Rule Your Decisions.  The most common mistake made by all investors.  A sure fire recipe for investment return disappointment, if not disaster. ·         Focusing Solely on Past Performance.  Investors usually think that the past performance is a good indicator of future performance but ignoring the fact that best performers can also turn into the losers over a period of time.  Past performance is no guarantee...
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