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Jan 30, 2020
Eight Mistakes That Can Upend Your Retirement
No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing


Jan 23, 2020
Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Sup


Jan 21, 2020
When Alzheimer's Disease Is Diagnosed
Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer's disease can be that stunning. If your parent is diagnosed


Jan 20, 2020
You Could Retire, But Should You?
Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups


Jan 14, 2020
Are you prepared for the possibility – and expense – of eldercare?
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is


Jan 9, 2020
An Estate Strategy for Your Digital Assets
Your digital assets should not disappear into a void when you die. Nor should they be stolen by thieves. You can direct that they be transfe


Dec 30, 2019
Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e


Dec 27, 2019
Retirement Wellness
Fidelity projected that the average 65-year-old couple would spend around $285,000 on health care during retirement, including about $11,000


Dec 18, 2019
Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa