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Articles On:finances

August 14, 2025

Get on Top of Costly Medical Bills

Older adults are especially vulnerable to the rising costs of health care. In fact, financial ...

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A couple frustrated on a computer trying to stay on top of costly medical bills.
July 3, 2025

401(k)s: Are Managed Accounts Worth the Cost?

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, ...

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Black man on computer looking at his managed accounts or navigating Medicare enrollment
June 19, 2025

Pros and Cons of Moving In with Adult Children

Maybe you’ve heard of the term “boomerang children,” where adult kids move back in with ...

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Adult children in it together with their parents.
June 5, 2025

Why Retirees Need a Budget

A budget is a helpful financial tool for people of any age, but it’s especially ...

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Asian couple making a budget in retirement
May 29, 2025

Tips for Secondhand Shopping

Young people have made thrift-store shopping cool, and older adults can hitch a ride on ...

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Two senior women looking at a dress as they go secondhand shopping
May 22, 2025

An Assisted Living Overview for Exploring Options

When living independently becomes difficult or unsafe for you or a family member, it may ...

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Old black woman in an assisted living community.
May 15, 2025

Financial Steps After a Serious Medical Diagnosis

Receiving a serious medical diagnosis is not only emotionally challenging, it can prove to be ...

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Woman getting a serious medical diagnosis.
May 8, 2025

Planning for Health Care Costs in Retirement

A recent study found that most Americans have low retirement readiness, especially in planning for ...

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A man at a doctor's ready for health care costs in retirement.
May 1, 2025

Reasons to Disinherit Someone And How To Do It

What if you no longer want to include someone in your will? Well, how you ...

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Couple working with a professional to disinherit someone from your will.
April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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