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Holistic Financial Planning
December 11, 2024Holistic financial planning goes beyond simply investing in a 401(k) or managing debt—it involves looking...
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The Importance of Financial Planning Across Every Stage of Life
December 11, 2024Here’s a breakdown of the top 5 reasons why financial planning or coaching is crucial...
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Are You Afraid of Outliving Your Money?
November 1, 2024financial-focus-are-you-afraid-of-outliving-your-money
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Watch Out for Investment Scams
September 1, 2024When you invest, you’ll find that knowledge is power. The more you know about your investment choices, and who is offering them, the better prepared you’ll be to make good decisions. And this diligence can also help protect you against investment scams.
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What Can Insurance Do for You?
September 1, 2024It’s probably not on your calendar, but September is Life Insurance Awareness Month. And it’s indeed a pretty good idea to be aware of what life insurance can do for you.
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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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Make Succession Plan a Priority
September 1, 2024When you run your own business, your days are busy and there’s always a lot on your mind — but have you also thought about the day when you’ll leave the business?
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Avoid These Investment Mistakes
January 3, 2023Investing will always have its challenges—but you can help make it easier on yourself by staying away from as many mistakes as possible.
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Continuing Care Retirement and Medicaid
January 2, 2023Living in a Continuing Care Retirement Community (CCRC) has some distinct advantages. First, you have pretty much everything you need right in one place: wonderful food, fellowship, shelter, safety, transportation, and even access to nursing care when you need it. You shed worries about things like snow removal, house and yard maintenance, and annual real estate taxes. Another huge benefit is having all levels along the continuum of care readily available to you as you age: independent living, assisted living, memory care, and skilled and long-term nursing care (nursing home).
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