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Month: July 2014

Where to Keep Your Emergency Funds?

Emergency funds are insurance, not an investment. Rick makes this distinction in a recent Bankrate article by Greg Daugherty titled, “Do you really need an emergency fund?” The article focuses on places to keep emergency funds and suggests several...

CNBC Succession Plan Article Quotes Rick

If you own a small business, you may want to check out a recent CNBC piece on succession planning. Rick, one of the advisors quoted in the article, says business owners “should consider having a succession plan if monetizing their investment and the continuation...