Category Archives: Wealth Management

Why You Want a Retirement Plan in Writing

Setting a strategy down may help you define just what you need to do.  Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Many people save and invest vaguely for the future. They know they need to accumulate money … Continue reading

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Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose  Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do … Continue reading

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