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Life Moments


  At some point in life, most of us decide to downsize. The children have left the nest, the home office is closed for business, scrubbing...


Pearls of Wisdom: Managing a Windfall

It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips...