Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
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Here's one way to help protect yourself from identity theft.
CONSUMERREPORTS.ORG
How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
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5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
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39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
Are no-contact payment systems really safe? Here's what to know.
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The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
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Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
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Financial Powers of Attorney: Do You Need One?
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
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Finances & Divorce: What to Know
The twice-monthly newsletter discusses everyday finance topics.
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There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
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Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
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Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
Closing a business is rarely simple. Here are a few considerations to keep in mind.
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Thinking of closing your business? Avoid these last-minute tax surprises
Whether you're saving more or less these days, it's important to review your plans and goals.
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Has your situation changed?
From timing to taxes, get to know your options.
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Considering Your Social Security Options
The twice-monthly newsletter discusses timely financial topics. Are you on the list?
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News and Insights
There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions.
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When Should You Start Claiming Social Security?
Do you have questions about business expense deductions? The IRS has issued new guidance:
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IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
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Policy Basics: Top Ten Facts about Social Security
These financial losses don't have to happen. Here's what to watch out for.
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Romance Scams Top List of Costly Scams for Older Adults
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Finance Insights
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
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Top Ten Estate Planning Recommendations before the End of 2020
Learn more about making sure your estate plan works the way you want it to.
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You Have an Estate Plan. Will It Work?
Do you have these essential documents organized and up to date? Here's what to know.
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4 Types of Legal Documents to Prepare
It's a new year and a new me. I wanted to provide some humor in these tough times. Be prepared for better posts, more informative information and more relevant ideas for your changing world. So today will be a 100% humorous post. I am not inciting a crime or implying anyone to commit a crime. This is to be funny and funny alone. I am not condoning or agreeing with theft but there is some truth to speaking with your advisor first before making drastic other plans. (Sad I have to say all of that in todays world) Enjoy today. Call me before you put on a mask.
Lets talk about other options if a 401K plan is not available to you. https://www.cnbc.com/2021/02/14/why-401k-wont-fix-us-retirement-crisis.html
CNBC.COM
Why the 401(k) won’t fix the U.S. retirement crisis
