7 Golden Rules for Investing and Advanced Estate Planning

You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules.

(Image credit: ©Chris Clor/Blend Images LLC)

We’ve seen this movie before — sky-high stock prices, sky-high real estate prices and the Fed raising interest rates. We also saw how those times ended in 2001 and 2008.

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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Craig Kirsner, Investment Adviser Representative
President, Stuart Estate Planning Wealth Advisors

Craig Kirsner, MBA, is a nationally recognized author, speaker and retirement planner, whom you may have seen on Kiplinger, Fidelity.com, Nasdaq.com, AT&T, Yahoo Finance, MSN Money, CBS, ABC, NBC, FOX, and many other places. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent for 25 years.