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Feb 5, 20182 min read

Organize Your Affairs to Help Your Heirs

Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections

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Jan 30, 20183 min read

It Pays to Understand your Tax Liabilities during Retirement

At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.

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Jan 22, 20182 min read

A Financial Checklist for Newly Widowed Spouses

Our brains work differently when under stress, meaning we can make emotionally distraught decisions that can lead to poor choices.

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