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Excellent financial planning checklist


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I just spent the weekend with two friends who are having to care for their parents. Both of them are dealing with hassles because their parents didn't have all their financial docs in one place. I read this in the WSJ and thought it was timely and important for everyone! We have implemented several of these ideas already but are now motivated to do more.

 

 

http://online.wsj.com/article/SB10001424052702303627104576410234039258092.html?mod=WSJ_hp_mostpop_read

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