Finances

March 28, 2025
assets are protected
March 28, 2025
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Spring Cleaning for Your Finances: Ensuring Your Assets Are Protected

Spring Cleaning for Your Finances: Ensuring Your Assets Are Protected As spring rolls in, many of us turn our attention to cleaning out closets, organizing garages, […]
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September 6, 2023
Counting Money, Financial Goals
September 6, 2023
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How to Achieve Long-Term Financial Goals Prior to Retirement

Let’s discuss how to achieve long-term financial goals prior to retirement. An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Here […]
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January 10, 2023
ATM skimming. Hand inserting ATM credit card
January 10, 2023
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ATM Skimming—Yes, It Could Happen to You

It’s all so convenient. You go to the gas station, insert your debit card into the reader at the pump, fill up your car, and you’re […]
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February 25, 2022
February 25, 2022
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Study Highlights 5 Biggest Financial Concerns of Americans Post Pandemic

A recent research study dove into what is most important and at the top of the priority list for Americans following two years of the pandemic. […]
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October 27, 2020
October 27, 2020
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Creating an Elder Law Plan to Avoid Exploitation

Unfortunately, the elderly are often targeted for financial exploitation schemes due to their substantial savings and the perception that some of them may be suffering from […]
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October 21, 2020
October 21, 2020
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No Matter the Size of Your Estate, Estate Planning is Worth Every Penny

One of the most common reasons for people to skip estate planning is because they think it doesn’t pertain to them. With limited assets, you might […]
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September 8, 2020
September 8, 2020
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Women Breadwinners Can’t Afford to Neglect Financial Planning

The past several decades have seen significant areas of improvement for women and financial planning. First of all, women are increasingly choosing not to get married […]
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August 11, 2020
August 11, 2020
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End of Life Issues to Remember As You Create Your Estate Plan

Your estate plan and your elder law plan should think about all of the different issues that might affect you as you approach your older years. […]
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