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Protecting Your Business: The Importance of Estate Planning
March 11, 2025As a business owner, you’ve invested countless hours and resources into building your company. But...
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Planning So Your Loved Ones Don’t Have To
March 5, 2025One of the greatest gifts you can give your family is a well-prepared financial plan...
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FINANCIAL FOCUS: Avoid becoming ‘burden’ on grown children
March 4, 2025Here’s an interesting statistic: Some 72% of retirees say one of their biggest fears is...
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Setting Up an Estate Plan
February 19, 2025Estate planning is one of the most important steps you can take to protect your...
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How to Navigate the Emotional Side of Selling Your Long-Time Family Home
February 18, 2025Selling a home isn’t just a financial transaction—it’s an emotional journey, especially for seniors leaving...
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How Can I Contest a Will During Probate?
February 6, 2025Contesting a will during probate is a significant legal undertaking that requires a thorough understanding...
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Introducing the Cedar Rapids Downsizers Club: Your Path to a Simpler, More Joyful Living Space
February 1, 2025Moving to a new home can feel overwhelming, especially when you’ve accumulated years of memories...
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Understanding long term care from a financial perspective
December 11, 2024Developing a long-term care (LTC) financial plan is essential for ensuring that your loved ones...
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Long Term Care Financial Planning
December 11, 2024Planning for long-term care (LTC) is a critical component of any comprehensive financial plan, yet...
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A Senior’s Guide to Estate Planning
November 3, 2024Estate planning is crucial for older adults, yet many lack essential documents like wills and powers of attorney. These legal tools guide your representatives in fulfilling your end-of-life wishes, reduce the burden on loved ones, and prevent family conflicts after you are gone.
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