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In issue #9 of Wealth Management Quarterly we cover the following topics: "Prepare Now for a Year-End Investment Review," "The Potential Pitfalls of DIY Estate Planning," and "Leaving Assets to Your Heirs: Income Tax Considerations." The newsletter also answers these questions: "What factors could negatively impact my credit report?" and "I'm looking to buy a home. What are some common mortgage mistakes to avoid?" Read More.
The October edition of Live Well, Work Well includes the following articles: Dental Health for Children, Halloween Safety, Back to School: Backpacks 101, Family Fun for Fall, and Cranberry Pumpkin Muffins Recipe.Read More.