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COVID-19 Is Motivating Americans to Get a Will – Especially After Contracting COVID-19

This report from Gerry W. Beyer is not surprising. The COVID pandemic has motivated people to get their estates in order. This is especially true among younger people, who too often neglect to get a will. Good news! In my…
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Give Like a Millionaire! Life Insurance as a Tool for Charitable Giving

by Spencer Cassidy | I’m going to let you in on a secret: You don’t have to be a millionaire to give back like one. Life insurance is an affordable way to leave a large, lasting legacy to a charity,…
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Seeking Financial Security? Get Life Insurance

by Faisa Stafford, LUTCF The 2022 Insurance Barometer Study, conducted annually by Life Happens and LIMRA, reveals that financial security is a concern for all generations, but one that can be addressed with a stronger understanding of life insurance and its…
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Who merits great wealth?

Gerry W. Beyer of the Wills, Trusts, and Estates Prof Blog, just published the results of a survey of wealthy people. You know what they are worrried about? Not spoiling their kids with their inheritance. They will actually set condtions…
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How to avoid visualization mistakes when buying life insurance

Fitness and growth guru Matt Furey offers sage advice on Visualization. He teaches us how to avoid the five most commons mistakes. I especially like this one: Mistake #4 – Ignoring where you are. When they buy life insurance, many…
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The power of being impulsive

Josh Larson at Bushido has a keen insight into the plus side of being impulsive. In his blog post, he talks about impulsively taking on the challenges that you instinctively shy away from. That helps you develop grit. With more…
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The Case of the Hamptons Widow

Gerry Beyer has a new post on his Wills, Trusts and Estates Blog that hits home, especially for women whose husbands take care of the household finances. If you tragically lose him prematurely, will you know how to handle your…
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Be Like Water

As a BaGua Kung Fu practitioner, I take heart from the wisdom of the masters who came before me, and who teach me to this day. Bruce Lee is one of them. Bruce was an expert at applying the principles…
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The problems with Biden’s new ‘minimum tax’ on wealthy people for unrealized capital gains

Brad Polumbo of Based-politics.com and the Washington Examiner, raises some very valid concerns about the new proposal of the Biden admintration to assess a minimum tax rate of 20% on unrealized capital gains, for people worth over $100 million. His…
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Big Thinking does not mean having Big Goals

Matt Furey is one of my favorite self-development teachers. I have been learning from him for years. Below you will find his approach towards goal setting. The idea is to Think Small, so you can Grow Big over time. Incremenetal…
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