The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Using smart management to get more of what you want and free up assets to invest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.