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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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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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When to Take Your Parent in to Live with You

When to Take Your Parent in to Live with You

People wonder if they should bring their aging parent to live with them. Typically, this issue comes up when one parent passes away. When that

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Communication Key in Caring for Parents

Communication Key in Caring for Parents

Good news for older parents: your children will help support and care for you as you age. That’s according to a new study from Fidelity

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Be a Smart Shopper When Looking for a Final Resting Place

Be a Smart Shopper When Looking for a Final Resting Place

A Sarasota, Florida cemetery was warned by county officials to bring the grounds up to code or be fined. Recent reports had described overgrown grass

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Where’s My Pension?

Where’s My Pension?

Those lucky enough to have earned a defined-benefit pension are in a great position. This allows them to retire with a steady income stream for

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Where Should I Retire?

Where Should I Retire?

For many decades, folks up north retired to Arizona or Florida. Now, there are spots all over the U.S. that entice retirees with affordable living

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Reverse Mortgages Give You Tax-Free Cash

Reverse Mortgages Give You Tax-Free Cash

Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available

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Trusteed IRAs can be a Good Strategy When Faced with an Alzheimer’s Diagnosis

Trusteed IRAs can be a Good Strategy When Faced with an Alzheimer’s Diagnosis

The Wall Street Journal, in "Voices: Consider Trusteed IRAs for Clients With Alzheimer's," reports that when individuals receive an Alzheimer's diagnosis, they should start having

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Get Organized with a Master Directory

Get Organized with a Master Directory

Morningstar's April 18th article "How to Create a Master Directory" says that a lot of the work of sifting through documents and files would be

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Why the Rush to Collect Medicaid?

Why the Rush to Collect Medicaid?

Even if you are eligible, don't rush into applying for coverage. Kiplinger's article, "What You Need to Know About Applying for Medicaid," discusses five scenarios

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Financial Planning Help for Single Parents

Financial Planning Help for Single Parents

The Parent Herald gives us five financial planning tips for single parents that will protect them and their families in its recent article, "5 Financial

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