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We provide you with tips and wisdom to help individuals understand and create roadmaps for the distribution and preservation of assets and why wealth planning is so crucial.
 

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Wealth Planning Blog
January 14, 2014

Ringing in the New Year with Wealth Planning

Author: Bhavik Patel

Happy New Year everyone and welcome to our FIRST Wealth Planning Blog post! How did you ring in the new year? Did you set any goals for yourself for 2014? We had our first meeting of 2014 last week to discuss the WP team goals for this year, and at the top of our list was this blog. Have you ever talked about, and talked about, and talked. a. bout. something you really want to do, and no matter how many deadlines you give yourself something always seems to get in the way?