Lim Financial Group

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

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Are you ready for school—again?

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Consider a bucket plan to go with your bucket list.

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Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

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Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

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Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

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Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

\$100 not spent is more like \$143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

What Smart Investors Know Savvy investors take the time to separate emotion from fact.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

The Many Ways to Measure Inflation Different inflation indexes may tell different stories. Here's what that could mean for you.