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Fall 2014 Newsletter

October 30, 2014

When it comes to flexibility in a financial plan, it’s a delicate balancing act: it is important to maintain enough flexibility that your financial plan can accommodate unexpected events that are out of your control. On the other hand, a sound financial plan needs to be firmly grounded by factors you can control so that even in the face of unexpected events, following your financial plan gets you where you want to be.

How Much Flexibility is Too Much? │ Organizing Your Estate│ Contributing to Spousal IRAs │Making Sense of Government Deficits and Debt │ Butternut Squash Pine Nut Muffins │ Financial Thoughts

Download the Investment Answers Fall 2014 Newsletter