Monthly Archives: April 2014

30 Apr

Keeping Control of Your Assets

It is important for those who have worked hard to stay in control of their assets for themselves and for the benefit of their families.  Maintaining control of your assets and letting trusted agents take over at the right time is an important aspect of planning and asset protection.  Putting a plan in place now

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09 Apr

Kathryn Bowman Providing “Wealth Wisdom for Women”

Kathryn Bowman will be contributing to the “Elder Law and Elder Care Panel” at the April 2014 meeting of Morgan Stanley’s “Wealth Wisdom for Women” professional group. The meeting will be held on Wednesday, April 16th, 2014, from 12:00 PM to 1:00 PM at the Morgan Stanley Board Room, located at 700 Spring Forest Road,

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07 Apr

Planning for a Debt-Free Retirement

Everyone should work toward being debt-free by the time they retire. Freedom from all outstanding monthly payments (mortgages, car loans, or real credit card debt) will help you live comfortably in retirement and make it less likely that you will run out of money—even if you live longer than expected. Most retirees who are debt

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