Creating a Digital Estate Plan: What Seniors Should Know
In today’s digital age, it’s not just physical assets that need to be accounted for in an estate plan. Many...
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September 6, 2024
Estate Planning, Financial Planning, Retirement Planning, Social Security
Estate Planning, Financial Planning, Retirement Planning, Social Security
Understanding Social Security Benefits: Essential Strategies for Seniors’ Estate Planning
Navigating the complexities of Social Security benefits is crucial for seniors who are crafting a comprehensive retirement plan. Social Security,...
July 21, 2011
Daily Money Management, Financial Planning
Daily Money Management, Financial Planning
Some Advice About Personal Budgeting and Bill Paying for Parents
Question: Help! We need some advice about personal budgeting and bill paying for my parents, who are in their early 70’s. My...
November 23, 2008
Financial Affairs, Financial Management
Financial Affairs, Financial Management
Take a Critical Look at Financial Instruments
In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are...
April 6, 2008
Financial Planning
Financial Planning
Overspending is More Simply Spending Your Children’s Inheritance
Raymond and Sally are what almost everyone wants to look like and act like when they pass their 80th birthday....