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Preparing for Retirement – Key Milestones to Keep in Mind
May 20, 2025Retirement is one of life’s most significant transitions, and proper planning can play a key...
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Home Owners Insurance: Impact of Older Adults Considering Retirement Community
May 19, 2025As we make plans and new goals for 2025, it’s a good time to look...
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Sandwich Generation Survival: Caring for Kids and Aging Parents
May 16, 2025What is the Sandwich Generation? If you’re caring for both children and aging parents at...
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How an Annuity Can Support a Medicaid Applicant’s Spouse
May 15, 2025When one spouse qualifies for Medicaid to pay for a nursing home stay, the spouse...
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FINANCIAL FOCUS® Be careful when naming beneficiaries
May 12, 2025You might not have thought much about beneficiary designations — but they can play a...
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Understanding Guardianship for Older Adults
April 30, 2025One day you may find yourself involved in guardianship proceedings for an elderly parent or...
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What Is the Process for Settling an Estate Through Probate in Iowa?
April 24, 2025The death or a loved one or close friend is always difficult. But, when you...
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Sell or Rent: Deciding What to Do With Your Home
April 23, 2025By Elaine Floyd, CFP® The decision on whether to sell or rent your home is...
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FINANCIAL FOCUS How can you plan for incapacity?
April 22, 2025We all hope to enjoy long, healthy lives, retaining the ability to think clearly and...
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Why You Should Designate Beneficiaries
April 21, 2025According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone...
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