Money
Navigate the world of pension plans, retirement savings, and investment strategies with ease. Get expert advice on estate planning and budgeting, and ensure your financial future is secure.
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Black Friday & Cyber Monday: Tips to Save Big
Whether you’re an in-person Black Friday enthusiast or prefer to skip the crowds by shopping online, there are countless ways…
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5 Retirement Account Strategies To Consider
Maximizing your savings with the right movements can significantly impact your retirement. Learn five retirement account strategies to consider. Your…
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Healthy Aging Month
With more life experience comes more familiarity with financial stress, but that doesn’t automatically make it any easier to navigate.…
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How to Choose the Right Trustee for Your Living Trust
Deciding who to designate as a trustee can be difficult if you have a large family or a significant trust.…
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What to Do if You Fall for a Scam
“I have been following instructions on the phone and now think something is wrong with these calls. But I am…
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What You Need to Know About Social Security Scams
Social Security numbers are prime targets for identity theft. What better way for scammers to obtain one than by impersonating…
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Knowing When It’s Time to Retire
“I’m just not sure this is the right time.” I often hear this statement when clients want to exit their…
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Tips for Building and Maintaining Good Credit
Navigating the world of credit scores can sometimes feel like deciphering a complex puzzle, especially as we mature and our…
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Social Security and Divorce
fyi50+: Gray divorce is a fact of life in this country. After age 50, many married couples agree to go…
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How to Avoid the Retirement Blues
A recent WebMD article mentioned that almost one in three retirees become depressed after retiring. It’s most likely because they are…
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Is Social Security Really Broke?
The news is full of attention-grabbing headlines about how Social Security is going broke. Yet when you get into the…
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Fall, Record-Keeping, and Social Security
When the seasons change, and we start thinking about the new year, should we proactively plan for retirement? I asked…
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Catch Me if You Can’s Real Frank Abagnale Shares Advice on How to Avoid Being Scammed
Different situations bring out an abundance of fraud — here are some tips to help prevent you from becoming a…
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Scamming 101: Part 1 — The Art of the Steal is Ever Evolving
Many historians believe the first recorded instance of a scam occurred in 300 B.C. when a Greek sea merchant named…
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Managing Debt in Retirement
Retirement should be a time for relaxing and enjoying life after years of hard work. Unfortunately, a retirement life without…
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Common Scams That Target Seniors
We have all heard it before: Seniors are prime targets for scammers. Many fraudsters think seniors are less technologically savvy,…
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