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Wealth Management

Who Is Your Executor?

By Victoria Rogers | February 07, 2013

A friend recently lost her husband. Both she and her husband maintained an active, healthy lifestyle, but a minor medical procedure caused complications

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Wealth Management

What Do Financial Planners Do?

By Victoria Rogers | October 09, 2012

I had the pleasure of attending the FPA Experience last week. The Experience is the Financial Planning Association’s largest conference of the year.

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Wealth Management

Golden Years? Part Five in a Series

By Victoria Rogers | June 19, 2012

Final installment of a five-part series detailing a personal journey into planning for the later years of life precipitated by my father-in-law’s

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Wealth Management

Golden Years? Part Four in a Series

By Victoria Rogers | June 11, 2012

Planning for retirement years: Health Considerations

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Wealth Management

Golden Years? Part Three in a Series

By Victoria Rogers | June 04, 2012

Planning for retirement years: Asset Planning

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