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How to Pay for Long-Term Care: 8 Strategies
April 9, 2025By Tammy Ward and Ed Friderici For most, it is difficult to think about the...
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How to Build a Retirement Health Care Budget
April 9, 2025By Elaine Floyd, CFP ® The most accurate and reliable way to determine your spending...
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The Peace We Never Knew We Needed
April 4, 2025“We didn’t understand it at first, but now, we can’t imagine life without it.” When...
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Health Care Checklist for Finding the Best Coverage
April 2, 2025By Ellen Breslow Medicare and health insurance open enrollment starts on October 15th. To help...
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Understanding the Local Impact of Financial Planning
April 2, 2025Financial planning is not just about numbers on a spreadsheet—it’s about the communities we live...
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Estate Planning Made Simple: How to Protect Your Assets and Your Loved Ones
April 2, 2025Estate planning is an essential part of financial wellness, yet it’s often overlooked until later...
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The Small Premium That Changed Everything
March 31, 2025“At the time, it seemed like just another bill. Years later, it became our saving...
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Breaking the Cycle: How Insurance Freed Me From the Burden of Care
March 28, 2025“I saw what my grandmother went through as a caregiver, and I vowed to protect...
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11 Financial Tips to Make Caregiving Easier
March 26, 2025By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as...
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An Unexpected Blessing: Finding Hope in a Time of Need
March 24, 2025“When Mom’s cancer came back, we thought we’d lose everything—but she had planned for this...
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