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How to Start Talking to Your Parents about Finances

How to Start Talking to Your Parents about Finances

Addressing your aging parents’ finances is not easy. Several years ago, when Gwen's mom started showing signs of memory loss, she had conversations with her

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Should I have a TOD (Transfer on Death) for my Brokerage Account?

Should I have a TOD (Transfer on Death) for my Brokerage Account?

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

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Tips to Avoid Elder Financial Fraud and Abuse

Tips to Avoid Elder Financial Fraud and Abuse

The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more

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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they're not "rich enough" to have an estate plan, but this couldn't be further from the truth. We believe that estate

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Life Estate Can Be a Big Estate Planning Tool

Life Estate Can Be a Big Estate Planning Tool

Most people's most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical

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Retiring and Relocating? Read This.

Retiring and Relocating? Read This.

There's more to relocating in retirement than picking a warm spot and enjoying the future days of leisure. Before making your decision, you'll need to

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Choosing the Right Trustee

Choosing the Right Trustee

Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and

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What Just Happened? You Need to Consider Estate Planning

What Just Happened? You Need to Consider Estate Planning

With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace

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Ever Wonder How People Die?

Ever Wonder How People Die?

Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer

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More Access for Veterans Proposed in New Legislation

More Access for Veterans Proposed in New Legislation

The Senate has passed a bill further expanding a law giving veterans easier access to federally paid medical care from private doctors. The bill relaxes

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Navigating the Medicare Enrollment Process

Navigating the Medicare Enrollment Process

Most people heading into retirement know life after work isn't all shuffleboard on the lido deck. There can be serious money and health care concerns,

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Why Is Elder Care So Stressful?

Why Is Elder Care So Stressful?

Despite the fact that millions of Americans are facing elder care challenges and struggles, there are not a lot of supportive and informative resources that

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