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Jan 31, 20192 min read
Include Tax Strategy in Retirement Income Planning
“When people retire and begin to utilize their savings, Social Security and other income sources to build a retirement paycheck, the tax...
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Jan 30, 20192 min read
What Documents Do I Need When Someone Dies?
“After someone dies, family members will need to locate all of the decedent's important papers.” Then call your estate planning attorney...
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Jan 29, 20192 min read
New Year’s Resolutions: This Time, Make Them Stick
“With the holiday season in the rear-view mirror, it is time to look forward to 2019 and the opportunity to pursue New Year’s...
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Jan 28, 20192 min read
Police Warn about Scammers Targeting Seniors
“When a man claiming to be a Suffolk cop called Rosemarie O’Rourke and said her grandson was in big trouble, she'd been grieving the...
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Jan 25, 20192 min read
Are You Ready for an Emergency?
“Recent catastrophic events in California sparked an elevated level of national interest. In many cases, individuals had only seconds to...
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Jan 24, 20192 min read
Redefining Yourself When Your Role as Caregiver Ends
“When looking after a loved one becomes your life, what is your life when that person’s gone?” A 65-year old woman devoted two years of...
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Jan 23, 20192 min read
Is Your IRA Safe from Bankruptcy Claims?
“If you think that personal bankruptcy is a real possibility in your future, understanding IRA bankruptcy protection can potentially save...
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Jan 22, 20192 min read
Get These Three Estate Planning Documents In 2019
“Are you adequately prepared for illness, old age, and death?” A Will. The essential function of a will is to ensure that your wishes are...
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Jan 21, 20192 min read
Don’t Neglect Planning for Long-Term Care
“As people live longer, the retirement population grows and health care costs climb, long-term care is a critical component of family...
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Jan 18, 20192 min read
Boomers are Heading to Luxury Retirement Communities
“These upscale communities offer a continuum of care from independent living to failing health, allowing people to age in one place for a...
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Jan 17, 20192 min read
How To Keep Your Financial Resolutions in 2019
“For the 10th consecutive year, the three most popular financial resolutions for 2019 are saving more, followed by paying down debt and...
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Jan 16, 20193 min read
How Does a Pension Compare to a 401(k)?
“Understand the differences between each plan to decide which retirement income stream is best for you.” No matter your type of work,...
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Jan 15, 20192 min read
Get Estate Planning Details Done in 2019
“We, unfortunately, and often at considerable time and expense, wind up cleaning up the messes (unresolved items) that people never got...
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Author
Jan 14, 20192 min read
Why Should Your Company Consider ‘Phased Retirements’?
“Retirement is often thought of as an all-or-nothing prospect. However, the reality is that many older workers would benefit tremendously...
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Jan 11, 20193 min read
Common Estate Planning Mistakes That You Can Avoid
“There may be changes in your personal and family situation like births, deaths, marriages, divorces, illness, injury or disability of...
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Jan 10, 20193 min read
Can I Disinherit a Family Member?
“If your relationship with a close family member has fractured, you may want to disinherit that person, as distasteful as it may be.”...
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Jan 9, 20192 min read
Can a Formula Help Your Retirement Cash Flow Last Forever?
“Surveys confirm that the No. 1 worry among older Americans is running out of cash. Fortunately, financial planners have come up with...
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Jan 8, 20192 min read
Here’s a Happy Way to Start the New Year – A Gift of Estate Planning
“We know what you may be thinking. Estate planning can be morbid, and no one wants to think about the end of life during the holiday...
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Jan 7, 20192 min read
Why You Need More Than One Bucket for Retirement
“Even though this couple had never lived extravagantly, they cut their expenses again and again—finally to the bone—but still could not...
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Jan 4, 20192 min read
Financial Institutions are Cognizant of Senior’s Diminishing Capacity
“Financial institutions are watching older customers for any early signs that cognitive impairment could put them at risk of financial...
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