Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Longevity in Retirement & What You Should Know
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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4 Financial Mistakes to Avoid this Spring
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to...
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Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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