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Work A Bit More and See the Benefits!

Work A Bit More and See the Benefits!

“Working into the second half of your sixties (or even longer) can mean a happier, more financially secure retirement when you finally leave your job.”

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Taking Care of an Elderly Parent Can be a Full-time Undertaking

Taking Care of an Elderly Parent Can be a Full-time Undertaking

“Each year over 43 million Americans provide unpaid care to a family member, usually a parent.” Adult children who care for an elderly parent will

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What’s Better: A Joint Tenancy or a Trust to Give a Home to a Child?

What’s Better: A Joint Tenancy or a Trust to Give a Home to a Child?

“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better

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Tennessee Eyes New Law on Elder Abuse

Tennessee Eyes New Law on Elder Abuse

“A group of lawmakers have teamed up to address what they said is a growing issue across the state – elderly abuse.” Tennessee state lawmakers

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Do I Really Make Too Much to Set Up a Roth IRA?

Do I Really Make Too Much to Set Up a Roth IRA?

“If I earn too much to contribute to a Roth IRA, can I still contribute to a traditional IRA and then immediately convert it to

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Tax Break Reminders for the Disabled

Tax Break Reminders for the Disabled

The Centers for Disease Control and Prevention found in 2015 that 53 million adults in the U.S. (about 20%) live with a disability. As tax

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Myths of the Midlife Marriage

Myths of the Midlife Marriage

There are numerous money myths that you’ll hear when you consider getting married at midlife, particularly if your spouse-to-be has children from a first marriage.

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Make Your Retirement Checklist

Make Your Retirement Checklist

“When it comes to retirement, a checklist is the best way to tackle this difficult subject. It can also put things into perspective.” Forbes’ recent

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Use Caution in Helping with Seniors’ Finances

Use Caution in Helping with Seniors’ Finances

Assisting someone with his or her finances sounds simple, right? Your mom, a neighbor or the person for whom you provide home health care may

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Retirement Is the Most Expensive Thing That You’ll Ever Pay For

Retirement Is the Most Expensive Thing That You’ll Ever Pay For

A new study from Merrill Lynch and Age Wave, part of a four-year, 50,000-respondent investigation into the changing lifescape of retirement, reports that retirement has

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The Beauty of Donor-Advised Funds

The Beauty of Donor-Advised Funds

What's the best way to make tax-deductible charitable contributions? The answer depends on several factors, such as the recipients of your gift, the kinds of

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A Few Items to Consider in Your Estate Planning

A Few Items to Consider in Your Estate Planning

If you have an estate with any real assets, you should carefully weigh the risks of failing to make proper estate plans. This is the

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