How does your ideal retirement differ from reality, and what can we do to better align the two?
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You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
An overview of some fundamental steps when a loved one passes.