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Estate Planning

The Importance of Estate Planning

Part 1: It’s an Act of Love Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but regardless of size, there is no escaping the legal and financial processes that follow death. So why do so many families put off …

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Half of a Whole: Financial Planning When a Spouse Passes Away

Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …

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Protecting What is Yours During Your Lifetime: 3 Things You Should Have NOW

Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you have not documented your desires in advance, it can add extra stress for everyone, plus …

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Benefits and retirement plans are just a couple of the things you should consider when changing jobs. Download the… t.co/Afptf8UOQ1

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In this week’s recap: Pre-holiday markets see no rebound. t.co/apsFk1m5Bp #financialplanning #stockmarket #Denver

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June 28, 2022
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June 27, 2022
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In this week’s recap: #Stocks rally, despite recession concerns. t.co/2GIJFyjHhU #financialplanning #Denver

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June 22, 2022
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#Financialplanning starts with setting your goals. Saving for retirement may be your most important long-term goal,… t.co/zmi74aiZLM

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June 20, 2022
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In this week’s recap: Fed rate hike triggers market dip. t.co/MojH33RPnY #financialplanning #stockmarket #Denver

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Copyright © 2022 Wisdom Wealth Strategies, LLC. All Rights Reserved.
Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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