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    • What is a high-net-worth individual?

      What is a high-net-worth individual?

      Yahoo Personal Finance· 5 hours ago

      Wealth management can be a more holistic approach to your finances, combining investment strategies with tax optimization andasset protection. For...

    • Estate Planning: Organizing your assets

      Estate Planning: Organizing your assets

      The Times of Northwest Indiana· 3 days ago

      Q: Since we created our estate plan, our assets have changed. We have changed banks and investment adviser. Should we notify the attorney about the...