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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

Benefits of Senior Independent Living

Many seniors don’t necessarily picture themselves in senior independent living communities, but there are benefits that should be explored. What is senior in...

Why and How to Disinherit Someone in Your Will

Creating a will is something that almost everyone will need to do in their lifetime. Oftentimes, there are reasons to change it, including new property and o...

How to Virtually Work with a Financial Advisor

Thousands, if not millions, of Americans were financially affected by COVID-19 and the economic downturn. Now, the need for financial advisors is higher than...

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Social Security Death Benefits

Social Security death benefits are paid out to eligible surviving spouses, children, and sometimes other relatives. Social Security will pay out a lump-sum b...

How to be a More Socially Responsible Investor

It’s becoming increasingly common for American investors to take part in socially responsible investing. Taking part in an investment strategy that will both...

What Are the Characteristics of Emotional Spending?

Are you an emotional spender? With the turmoil and uncertainty from the pandemic, more Americans are emotionally spending their money to try to deal with the...

Understanding Generational Wealth

What is generational wealth?In simple terms, generational wealth is wealth that is passed down from generation to generation. This wealth can come in the for...

The Mid-Year Financial Check-In

When you started your financial planning for 2020, odds are you did not account for a pandemic that would shut down the economy and drive America to record u...

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