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In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”