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Christina Mercado Christina Mercado

Six Tips for Organizing Your Records

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? An up-to-date, well organized filing system is a gift to yourself and to them. Here are some tips to help you get started.

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Bill DelSette Bill DelSette

The Four Steps to Savvy Generational Planning

THE PROBLEM: Previous generations kept their affairs private and heirs didn’t know much until the will was read. It can be difficult to discuss estate planning, as it means facing mortality and exposing certain vulnerabilities. Inheritors don’t want to think about losing someone they love, but they have many questions.

THE SOLUTION: Learn the four steps to savvy generational planning, then start talking. Honest and open communication is imperative to pass on the elder generation’s values, assets, and wisdom.

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Christina Mercado Christina Mercado

Treasure Hunting vs. Investing

I am fascinated by treasure hunters.

Modern-day treasure hunters are very different from those you see in the old movies. In those movies the treasure hunters search by going where others had success, hoping they can find some too. There is usually a lot of intrigue and fighting involved.

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Bill DelSette Bill DelSette

50 Years, 3 Bear Markets

We take a look at 3 periods in the last 50 years in which the stock market declined by around 50 percent and the historical context around each decline. How have the market and it's dividends actually fared over this 50 year period, in spite of these crisis periods in recent history? Tune in to find out.

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Bill DelSette Bill DelSette

Fixed Income in a Rising Cost World

What’s the trade-off between having the potential to maintain or even grow your purchasing power versus guaranteeing the return of your principal? Watch to find out.

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Sam Oakes Sam Oakes

The Part-Time Doctor

Imagine that your Doctor practices medicine part-time. When you call his office, he answers the phone and schedules your appointment. When you arrive, he is plowing his driveway after a snowstorm.

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Sam Oakes Sam Oakes

Ode to Nessie

The biggest event in the Del-Sette household in 2013 was the loss of our faithful Cairn Terrier, Nessie.

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Sam Oakes Sam Oakes

Letter to Myself

Dear Bill, It’s me, or, should I say, you – only 20 years from now. I’m writing to let you know how it all turned out.

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