estate planning
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Are You Too Young for Life Insurance?
An even better question is this: Would someone who depends on you for their standard of living suffer financially if you were to suddenly pass away?
By Brianna Gutierrez, Investment Adviser Representative Published
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Why You Need a Power of Attorney
Having a power of attorney is critical should the time come when you can’t make health and financial decisions on your own.
By Ella Vincent Published
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14 Rapid-Fire Estate Planning Tips
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death.
By Timothy Barrett, Trust Counsel Published
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Does Financial Fear Have You Spooked? Don’t Cower — Fight
Take a page from the heroes and heroines of scary movies and conquer the monsters that are keeping you from tackling your money fears.
By Neale Godfrey, Financial Literacy Expert Published
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updated
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Tips for Managing Money for an Incapacitated Loved One
Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
By Shane W. Cummings, CFP®, AIF® Published
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How to Guard Your Finances in Case Cognitive Decline Sets In
Many of us are at risk of cognitive decline, but there are things we can do to protect our finances from its effects.
By Chris Heye, PhD Published
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How Is Your Post-Retirement Stacking Up? Three Key Questions
Financial planning doesn’t stop at retirement, so it’s important to keep track of how much income you actually need, what your income sources are and more.
By Chuck Cavanaugh Published