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December 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...
Read MoreDecember 2023: Retirement Readiness
This month's Retirement Readiness newsletter features a look at how your financial mindset changes during retirement, an overview of probable sources of your retirement income, ways to supplement your Medicare coverage, and...
Read MoreLong-Term Care Could Save Your Nest Egg
During our working years, many of us have access to an employer-sponsored health insurance plan either through our job or our spouse's job. But when it comes to retirement, we typically rely on Medicare and Medicare supplemental...
Read MoreCreating Your Family Legacy
While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your...
Read MoreMaking the Most of Medicare
For years, you (and your spouse, if you have one) have been contributing to Medicare. Now, the time is approaching when you can finally reap the rewards. For most people, aging comes naturally. Unfortunately,...
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Questions to Ask Yourself Before a Big Purchase
At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...
Read MoreInherited IRAs: Learn About The Options
At some point in our lives, we all have to navigate the death of a close family member; it can be difficult to endure. When a loved one is lost, those first thoughts likely won’t be about what to do with their IRA. But for...
Read MoreMedicare & Long Term Care – Working Together
While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing...
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