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    Case Reveals Flaw in Beneficiary Designation Shortcut

    Tuesday, July 18th, 2017

    This summary highlights a recent court case which underscores the importance of decisions relating to Beneficiary Designation, and the unfortunate consequences of carelessness. Because the original article was written for the benefit of Financial Advisors, the summarized content has been reworded slightly for you, our valued Clients.

    We have written in the …

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    The Importance of Financial Literacy

    Tuesday, June 6th, 2017

    Too few Americans understand personal finance fundamentals

    If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure.

    Are most people clueless about financial matters? That depends on what gauge you want …

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    Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses How Long Should a Woman Plan to Work

    Wednesday, March 15th, 2017

    Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses How Long Should a Woman Plan to Work.

    Hanover, MD – …

    Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses 2017 Tax Law Changes

    Wednesday, February 15th, 2017

    Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses The 2017 Tax Law Changes.

    Hanover, MD – February 15, 2017 …

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