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Senators Question HUD Rules on Reverse Mortgages

Senators Question HUD Rules on Reverse Mortgages

There’s a concern that a subtle wording change in the Trump administration’s proposed budget request for the Department of Housing and Urban Development (HUD) could

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Don’t Make These 401(k) Mistakes!

Don’t Make These 401(k) Mistakes!

Kiplinger’s recent article, “The 7 Most Common 401(k) Mistakes to Avoid,” provides three good news/bad news retirement plan statistics. First, the Investment Company Institute reports

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Estate of Actor Philip Seymour Hoffman to Be Settled Soon

Estate of Actor Philip Seymour Hoffman to Be Settled Soon

Even on a financial level, it can take years for a large estate to settle—distributing property and resolving all of the executors’ duties. Wealth Advisor’s

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What’s the Big Deal About Long-Term Care?

What’s the Big Deal About Long-Term Care?

Many seniors don’t feel that long-term care (LTC) insurance is a viable option. They think it’s expensive and is often just protection against the cost

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Tax Breaks for Retired Federal Employees?

Tax Breaks for Retired Federal Employees?

Many states recognize federal retirees’ public service by exempting federal government pensions from taxes or treating them more favorably than other forms of income, such

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Texting Your Will

Texting Your Will

In the U.S., laws about what constitutes a valid legal will have not changed very much since the Declaration of Independence. Most states still follow

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Beneficiary Designation Horror Story

Beneficiary Designation Horror Story

Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance

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When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the life

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Does Your State Impose an Inheritance Tax?

Does Your State Impose an Inheritance Tax?

New Jersey is one of the few states that still imposes an inheritance tax, says NJ.com in the article titled “How to avoid the inheritance

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Changes in Medicare Surcharges Next Year

Changes in Medicare Surcharges Next Year

Bad news for high-income retirees who were hit with premium surcharges for Medicare Part B and Part D: they may need to pay a bit

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Elder Abuse on the Rise

Elder Abuse on the Rise

The Carroll County Times of Westminster MD recently reported, in an article titled “Know the signs of elder abuse and report it if necessary,” that

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Don’t Stick Your Head in the Sand When It Comes to Senior Care

Don’t Stick Your Head in the Sand When It Comes to Senior Care

Are we in denial when it comes to care down the road?

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