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4 Common Types of Elder Fraud and How to Protect Yourself and Loved Ones Data
September 28, 2025Data breaches, hackings, online scams, and other cybercrimes have become more common over the last...
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FINANCIAL FOCUS: Questions to Ask Your Financial Advisor
September 26, 2025You should always be able to ask as many questions as you’d like when working...
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How Do Revocable and Irrevocable Trusts Differ?
September 6, 2025Establishing a trust is one way to ensure that your assets are properly managed and...
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Would You Rather Pass Your Savings to Your Kids… or to a Nursing Home?
September 5, 2025“One unexpected health event could change everything you’ve worked for.” For decades, you’ve worked hard,...
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Factors to Consider When Updating Insurance Coverage
September 3, 2025With government health care policies always uncertain and the memory of super storms still fresh,...
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How to Prepare Financially for Long-Term Care Costs
September 2, 2025Why Planning for Long-Term Care Matters No one wants to think about needing long-term care,...
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Financial Focus® Let a financial advisor help plan for life’s curveballs
August 30, 2025No matter what stage of your life you’re in — caring for children, working toward...
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Planning for the Unexpected: A Long-Term Care Insurance Story
August 21, 2025Michael pulled into the driveway of his childhood home and turned off the engine. He...
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How to Adjust Your Financial Plan After Major Life Events
August 20, 2025Life is full of changes — and some of them can have a significant impact...
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Talking About Money with Family Is Hard—But Necessary
August 19, 2025For many older adults, the idea of discussing financial matters with their children feels uncomfortable...
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