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Time for Your Financial Checkup?

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You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good ...
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The Importance of Living Wills

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In our previous article, Understanding a Health Care Proxy*, we followed Richard, an 81-year-old widower, who had named his daughter ...
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Social Security: How Retirement Benefits Work

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Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes ...
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Untangling IRAs

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Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 ...
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A Health Care Proxy

A Health Care Proxy

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Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and ...
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Unretirement: Figuring Out Your Next Act

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This is an update to an earlier post because we can't resist revisiting this topic, especially when new data is ...
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