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Financial Preparedness

"Planning and organizing finances for security and future needs"

Part I: Estate Succession - Plan vs Reality

Part I: Estate Succession - Plan vs Reality

As life happens, all that estate planning needs to be updated, changed, or, well you don't want to know.

Nov 15, 2025

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10 min read

Charitable Giving - "Have you created a plan for charitable contributions as part of your financial legacy?"

Charitable Giving - "Have you created a plan for charitable contributions as part of your financial legacy?"

Opening the conversation about giving back through your estate.

Sep 18, 2025

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16 min read

Beneficiary Designations - The Silent Inheritance Killer

Beneficiary Designations - The Silent Inheritance Killer

How recently have you reviewed beneficiary designations on accounts and policies?

Aug 14, 2025

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10 min read

Financial Professionals

Financial Professionals

"How would you describe your relationship with financial professionals?"

Jun 5, 2025

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9 min read

How Comprehensive is Your Insurance Coverage?

How Comprehensive is Your Insurance Coverage?

Health, Life, Disability, Long-Term Care, Accidental, and...........

Apr 23, 2025

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5 min read

Income Protection

Income Protection

Safeguarding Your Financial Future

Apr 22, 2025

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5 min read

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© 2026 Pardon The Question. Any characters and events depicted in this newsletter are fictitious, and any similarity to actual persons, living or deceased, is purely coincidental. All downloadable information is generalized and meant for educational purposes. Please seek legal advice for specific information related to you and your family..
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