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Deciding Who Gets What
While estate planning typically focuses on the how–including tax strategies often involving trusts and wills–to whom can be just as complicated. We strive to help ...
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Pause
Bank scams are on the rise. There are five common tricks of fraudsters. Did you get a call, email or message saying there is an ...
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Protect Yourself
Medicare provides foundational health coverage for retirees – but it comes with gaps, and there are no caps on out-of-pocket spending. That naturally leads seniors ...
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When One Spouse Passes
When one spouse passes away, the surviving spouse’s social security benefit may change significantly, and many retirees are unaware that they generally do not continue ...
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Trust
Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can ...
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Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It ...
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