Category Archives: Wealth Management

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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How Much Do You Know About Each Other’s Money?

Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor  MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    “The world is not yet exhausted; let me see something tomorrow which I  never saw before.”  Samuel Johnson HOW MUCH … Continue reading

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