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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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The Home He Loved: How Insurance Let Dad Stay Where He Belonged
March 21, 2025“Dad always said, ‘I built this home, and I’ll leave it on my own terms.’...
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6 Documents You Need to Preserve Family Legacy
March 19, 2025By Debra Taylor, CPA/PFS, JD, CDFA You may be surprised at some of the documents...
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Putting a Loving Plan Together for Your Parents
March 19, 2025As our parents age, ensuring they have a solid financial plan in place becomes a...
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Understanding the financial implications of selling your home to move into assisted living
March 18, 2025For many seniors, selling a home to move into assisted living is a significant step—not...
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A Family United: Finding Strength Through Long-Term Care Insurance
March 17, 2025“The conversations were hard, but they brought us closer than we’d ever been.” My family...
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