Estate Planning & Unpaid Debts

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When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical…

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Ask THIS Before You Claim Social Security

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Should I claim my Social Security benefits now? It’s a common question, and it’s one that you’re very prudent in asking. Timing is the biggest facet in maximizing your benefits.…

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UPDATE: RMD Requirements

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If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck.According to the IRS, you…

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Summer Travel: Flying in the Pandemic

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After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is…

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Financial Lessons This Crisis Can Teach You

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The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As…

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Your 401k Match is Suspended. Now What?

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The recent global pandemic has caused many different types of economic fallout. It has resulted in many companies suspending the matching of their employee's 401(k) contributions. The Plan Sponsor Council of…

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Don’t Get Swept Up In The Recession

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Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000.…

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Recognize and Prevent Elder Financial Abuse

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Yesterday was World Elder Abuse Awareness Day. There can be many ways the elderly are abused by family or those close to them.Let’s look at abuse from a financial aspect.…

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