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Ensuring a Sustainable Legacy: The Role of Wealth Management in Estate Planning

Ublocal

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future. Certificates of Deposit : CDs can be useful investment tools, especially for individuals approaching retirement.

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What Can a HELOC do for You? A Guide for VT & NH Homeowners

Ublocal

As a homeowner, there may be times when you question the advantages of ownership as you calculate the annual amounts you spend on property taxes, home repairs, homeowners’ insurance, and mortgage payments. A HELOC is a secured loan in which your home equity acts as collateral. What is a HELOC? How can I use a HELOC?

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Cybersecurity Spring Cleaning Checklist 2023

Ublocal

With tax season in full flow, stay safe and spring clean your physical and digital data, strengthen your passwords and keep cybercriminals at bay. Review Your Passwords Without strong passwords on your accounts, any other security measures you take will be less effective. Always verify who a message is from before opening anything.

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The Election That Misplaced Small Businesses

PYMNTS

Trade has been a big topic of conversation on the campaign trail, as have debt, taxes, wages, immigration and monetary policy. 2) Can taxes be made comprehensible? There is the answer we thought we would get when we asked store front businesses about taxes — and then there is the answer we did get.

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Unraveling the Mysteries of Complex Investment Terms – A Guide for Real People

Ublocal

Investing is more than just crunching numbers; it’s a way to reach your financial goals, secure your future, and make your hard-earned money work for you. Security A security is a fancy name for any investment like stocks, bonds, or mutual funds. It lets you keep all the tax benefits without having to start over.

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