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Kevin Harris shares his tips for down-to-earth planning for a dream home in the Winter 2017 edition of “Vested” magazine by CAPTRUST. CAPTRUST is a 100% independent investment research and fee-based advisory firm with its own magazine for customers and those interested in their work. This edition features things to consider when planning a forever home, money conversations for those couples entering retirement age, keeping tabs on one’s life insurance portfolio, and what you need to know about probate (and how to avoid it).

Here is a link to the article online.