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Explore Our YouTube Videos to Unlock Financial Wisdom on Wealth Management, Tax, and Estate Planning

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Explore our collection of informative videos on wealth management, retirement and financial planning, tax planning, estate planning, and more. We offer insights and advice in these essential areas.

New Video:

Protect Your Loved Ones: How an Age-in-Place Plan Eases Family Stress

For many, the idea of aging in place—staying in the comfort of your own home as you grow older—is deeply appealing. But what often goes overlooked are the financial realities that come with it. Did you know that the average cost of in-home care in California can exceed $30an hour, and home modifications can quickly add up to tens of thousands of dollars? These hidden costs can catch families off guard.

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