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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…
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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,…
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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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EverSafe’s Ten Tips for Safer Shopping During the Holiday Season

Make safe and conscious shopping decisions during this year’s holiday shopping season. It’s easy to…
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