Estimate Your Estate
It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.
Managing Volatility with a Bond Ladder
One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.
Increase Your Protection
If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.
Go Green, But with Care
Socially responsible investing has become a force to be reckoned with.
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