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Dec 5, 20182 min read
Ready to Start Downsizing? Let’s Bust Some Myths About Retirement Communities
“There are many misconceptions and half-truths that crop up around the idea of retirement living. Retirees who are happy in their new...
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Author
Dec 4, 20182 min read
Why a Will Is Just the Start of Retirement Planning
“But while we know about the Queen of Soul’s insistence on being paid in cash for her shows and Prince’s vast Paisley Park estate and...
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Dec 3, 20182 min read
What Happens When Only One Spouse Knows Everything?
“A lack of engagement can prove costly, but there are ways to bring the less-knowledgeable partner to speed.” This recent article from...
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Nov 30, 20182 min read
Another Thing to Plan for Thanksgiving
“Don't brag about money, ask for a loan or have heated money talks at the holiday dinner table.” It’s not always easy when you’re...
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Author
Nov 28, 20182 min read
What Happens When You Stop Saving for Retirement and Start Spending?
“It’d be nice if saving for retirement was all we had to do. It turns out, we also need to decide on the best way to pull out our savings...
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Nov 27, 20182 min read
Power of Attorney or Family Member: Who Signed the Arbitration Agreement?
“The daughter of a deceased dementia patient will not have to submit to arbitration in her wrongful death lawsuit against a Huntsville,...
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Author
Nov 26, 20182 min read
What Happens After You’ve Completed Your Estate Plan?
“Planning before you are in a dire situation, allows you time to really think about what you want to do with your assets and how you want...
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Nov 23, 20182 min read
Five More Years Makes a Big Difference: Stay the Course if You Can
“Postponing retirement can plump up savings and bolster Social Security checks.” An increasing number of Americans aren’t ready to give...
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Nov 22, 20182 min read
How to Cope When the Diagnosis Is Dementia
“A key to prolonging independence, participants told her, is to recognize the triggers that aggravate her symptoms and to adjust her...
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Author
Nov 21, 20182 min read
Keep These Facts in Mind as You Plan for Retirement
“As we baby boomers enter retirement, a number of financial concerns emerge. Most of us are not prepared for what’s coming and the...
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Author
Nov 20, 20182 min read
Should I Help My Aging Parents Manage Their Investments?
“Sooner or later everyone loses a step, and the results can be disastrous for older investors who choose overly risky holdings, forget to...
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Author
Nov 19, 20182 min read
Boomers Come Up Against One Thing They Can’t Push Back On: Aging
“The vast majority of older working Americans don't have sufficient savings to retire full-time at age 65 with their pre-retirement...
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Author
Nov 16, 20182 min read
For Snowbirds, Estate Planning Is Needed for More than One Nest
“Every year like clockwork, when the leaves change and the temperature drops, thousands of Indiana residents flee the bitter Hoosier...
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Author
Nov 15, 20183 min read
Make a Big Life Project Easier By Following These Steps
“Planning for retirement obviously is a big job. Therefore, it helps to break it down into a series of goals that you can check off as...
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Nov 14, 20182 min read
Royalties, Trademarks and Digital Assets Need to be Included in Estate Plan
“Intellectual property such as artistic endeavors, designs, symbols, names and images, has a value that is part of an estate plan. These...
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Nov 13, 20183 min read
Relocating For Retirement? Check These Ten Factors
“Some people just want to settle on a beach—but there's a lot more to planning the perfect retirement.” People have different reasons for...
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Author
Nov 12, 20182 min read
What a Good Candidate for Executor Looks Like
“No matter how old you are, it’s never too early to think about what you would like to do, if something were to happen to you. That can...
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Author
Nov 9, 20182 min read
Protect Your Family and Yourself with Planning
“It is hard to think about death, but organizing your financial paperwork, having a will, making sure you have an appropriate amount of...
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Author
Nov 8, 20182 min read
Seniors Not Diligent About Long-Term Care Planning
“When individuals plan ahead for long-term care, they can better secure their own future, while reducing financial burdens on their...
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