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Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and asset distribution and includes broader considerations, such as how a person wants to be remembered.

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Life insurance is a fundamental and essential component in any comprehensive financial plan. It instills a sense of security in the policyholder and their dependents.

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Long-term care is an essential component of healthcare that aids individuals who are physically or mentally incapable of independent living. While it may seem daunting, the benefits of long-term care can significantly enhance the quality of life for those in need. I can also help with overall well-being. These benefits include personalized care, safety, and social interaction, among several others.

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National Financial Freedom Day is an annual observance held on July 1st. It encourages and promotes financial responsibility among individuals, families, and businesses.

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Spring is known as the prime home buying season. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.

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Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment. This day typically focuses on reducing plastic waste and conserving energy. However, it is also an opportune time to discuss sustainable and ethical investing.

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