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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
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An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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