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Tag Archive: how to effectively address legacy planning for retirement

Retirement and Your Legacy

Todd D. Heckman

Talk with someone – whether a friend or financial advisor – about whether there’s going to be enough money to retire on, and the conversation is likely to focus entirely on whether you have enough to pay your bills, and maybe to allow for a few extras or to cover emergencies. But there’s a good chance that the issue of “legacy” – what you want to leave behind when you’re gone – will not come up at all. This is a serious oversight.  Despite all...

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