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Sharing a Home with Another Senior Friend Can be a Win-Win

Sharing a Home with Another Senior Friend Can be a Win-Win

NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well

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Investing Trust Assets 101

Investing Trust Assets 101

Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which

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Olympic Event Can Show “Rio” Important Retirement Planning Tips

Olympic Event Can Show “Rio” Important Retirement Planning Tips

Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon? The Des Moines Register’s article, “How

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SAVE THE DATE FOR OUR FINANCIAL ADVISORS BOOT CAMP!!!

SAVE THE DATE FOR OUR FINANCIAL ADVISORS BOOT CAMP!!!

Bellomo and Associates Financial Advisors Bootcamp will be held on October 21st at Spiritrust Lutheran The Village at Sprenkle Drive.  Enhance your career and earn

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Family Long-Term Care Isn’t a Cure-All for Seniors

Family Long-Term Care Isn’t a Cure-All for Seniors

With people living longer, odds are that many of us will become disabled for some time before we pass away and will need some long-term

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It’s Time for a Midyear Checkup—Financially Speaking

It’s Time for a Midyear Checkup—Financially Speaking

Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,

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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking

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Bonjour! Cross-Border Moves Take Planning

Bonjour! Cross-Border Moves Take Planning

If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.

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Elder Abuse Grows with Senior Population

Elder Abuse Grows with Senior Population

The Administration for Community Living says that hundreds of thousands of older persons are abused, neglected and exploited every year, reported The Hillsdale (MI) Daily

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Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”

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How to Solve the Issue of Passing Your House to Your Heirs

How to Solve the Issue of Passing Your House to Your Heirs

No one likes to think about passing away, but when you do, you’re going to leave stuff behind. If you’re leaving behind modest assets, then

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Rolling Stone Jagger Needs Estate Planning for Expected Arrival

Rolling Stone Jagger Needs Estate Planning for Expected Arrival

When Rolling Stone Mick Jagger isn’t on stage later this year, he’ll probably be at home changing diapers at age 72. Mick is awaiting the

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