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Seven Common Mistakes When Selling a Business

Seven Common Mistakes When Selling a Business

July 11, 2017
Q: I am a business owner and I am thinking about selling my company. What are some of the...
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Protecting Assets Using a Domestic Asset Protection Trust

Protecting Assets Using a Domestic Asset Protection Trust

July 11, 2017
As uncomfortable as it may be to think about, asset protection planning for divorce is an important consideration for...
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Disability Insurance: Why Checking the Box May Not be Enough

Disability Insurance: Why Checking the Box May Not be Enough

July 5, 2017
We’ve all been there. It’s your employer’s annual benefit election period, and you’re checking the boxes as appropriate –...
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Is the Disability Insurance Provided by my Employer Sufficient?

Is the Disability Insurance Provided by my Employer Sufficient?

May 8, 2017
Q: I checked the box for disability insurance during my company’s benefits open enrollment, so I’m taken care...
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Creating A Financial Game Plan

Creating A Financial Game Plan

March 16, 2017
Mark Vlasic, senior wealth advisor: During a seven and a half year career as an NFL quarterback I had an...
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How To Disinherit Your Children Without Even Trying

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...
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Stock Options

Stock Options

November 15, 2016
Use this guide to understand what stock options are and how to use them. What Stock Options Are...
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How to Maintain Documents, What to Save and What to Get Rid Of

How to Maintain Documents, What to Save and What to Get Rid Of

October 28, 2016
One of the more considerate things we can do for those we will inevitably leave behind is to make...
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The Mission Of Mariner

The Mission Of Mariner

October 21, 2016
Marty Bicknell, CEO and president:  When we originally founded the firm, our objective was to provide wealth advice to...
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Medicare: What You Need To Know Before Enrolling

Medicare: What You Need To Know Before Enrolling

August 29, 2016
When approaching retirement, many individuals are unsure of their Medicare options, eligibility and how to enroll. Following are some...
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Life Transitions: Helping Women Prepare for Retirement

Life Transitions: Helping Women Prepare for Retirement

May 24, 2016
It’s a well-known fact in the financial planning field that women frequently don’t save enough for retirement. The consequences...
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Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

February 5, 2016
According to one well-regarded study 1 , nearly 50 percent more people participated in their employer’s 401(k) plan when...
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