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Last week was “Labor Day” so I thought I would like to say something about this event.
About 3065 BC, Moses said to his people, “Park your camel, pick up your shovel, mount your …
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Joel Lerner, Columnist
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9/10/21
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How Can I Insure a Secure Future?
1. Start now. The earlier you start, the more tax deferral and compounding of interest can work for you and the greater the chance that your variable investments …
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Joel Lerner, Columnist
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9/3/21
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How Can Assets Be Owned?
In order to plan financially, you must understand the concept of ownership. Joint ownership is the most common method by which married couples take title to their house …
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Joel Lerner, Columnist
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9/3/21
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Should Women Have Their Own Wills?
Every woman should have her own will and keep it up to date. It could even be argued that a wife’s will is more essential than her husband’s since, …
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Joel Lerner, Columnist
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9/3/21
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How Do You Choose a Financial Planner?
Once you have developed an overall-plan, you may want to “go it on your own”. Alternatively, you may use a financial professional, one who shares …
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Joel Lerner, Columnist
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9/3/21
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Do You Keep Copies of the Documents That Define the Provisions of your Pension Plan?
In addition to asking questions of company or pension plan officials, you should keep copies of the summary …
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Joel Lerner, Columnist
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9/3/21
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WHERE TO BEGIN?
Please don’t misunderstand the following recommendation. I strongly believe it is essential for a married woman to consider herself financially separate from her husband - …
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Joel Lerner, Columnist
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9/3/21
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DO I NEED TO READ THIS EIGHT PART SERIES?
How do I establish my own financial identity?
Married or Single, do I want to make certain I have all my finances covered?
What are the provisions …
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Joel Lerner, Columnist
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9/3/21
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After discussing wills, trusts, and the concept of inheritance after your passing, I urge you to have a meeting with your family and discuss your financial plans.
The benefits of having a dialogue …
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Joel Lerner, Columnist
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9/3/21
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Part 11 of 11
TERMS USED FOR WILLS & TRUSTS
To end our series of wills and trusts, I thought a glossary of terms might be in order.
Beneficiary: Someone named in a legal document to …
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Joel Lerner, Columnist
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7/9/21
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Part 10 of 11
WHAT ARE MY FINAL THOUGHTS ON TRUSTS?
Even in the most open families, conversation often quiets when two subjects arise: death and money.
For both parents and adult children, …
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Joel Lerner, Columnist
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7/2/21
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Part 4 of 4
What to Think About
In effect, a living will expresses your wishes and enforces your decisions when you are no longer able to do so, for yourself. Far from a token gesture, it is a …
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Joel Lerner, Columnist
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6/28/21
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