Joseph Maloney is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Family Wealth Partners in Weston, FL and the surrounding communities.
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Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....
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Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...
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As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...
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To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...
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As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...
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