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Best practices for maintaining strong financial wellness.
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Aging Parents | Important Housing Decisions

Your parents may still live in the same home where they have resided for decades. If so, it’s…
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Your Loved Ones and Identity Theft

Folks in the “sandwich generation” care for and safeguard both their children and their aging loved…
Father and Daughter

Loved Ones and the Distance Challenge

I grew up in Massachusetts in a small town in the western half of the state. It’s a pretty little…
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The Changing Face of Retirement

The prospect of retirement is evolving. Once thought to be symbolic of a more leisurely lifestyle,…
Senior Couple Signing Documents

Talk to Your Clients about Aging

The holidays are not simply a season of gift giving, parties and family festivities. They’re also a…
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The Impact of Aging on Financial Capacity

Here’s the good news: people are living longer. Every month, more than a quarter of a million…
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Tough Topic: Planning for Your Own Funeral

Everyone has experienced the loss of a loved one at some point in their lives. It’s a sad and…
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Considering a Reverse Mortgage? The Basics

Most homeowners have gone through the experience of getting a mortgage. Folks buying a home who are…
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Did you make financial New Year’s resolutions?

It’s not too late! Take steps to make plans for your financial future. Whether it’s drawing up a…
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Power of Attorney—Friend or Foe?

What is a Power of Attorney? Simply put, a Power of Attorney (commonly referred to as a POA) is a…
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