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Have You Factored Your Pet into Your Estate Planning?

Have You Factored Your Pet into Your Estate Planning?

Most retirees have a will or living trust in place to ensure that loved ones are provided for when the time comes. But have you included your pet in y...

World Alzheimer's Day is September 21 - 10 Warning Signs of Cognitive Decline to Look Out For

World Alzheimer’s Month is held every September to raise awareness and challenge the stigma around dementia, and World Alzheimer’s Day is commemorated...

Your Guide To Going Back To School In Retirement

When most of us graduate, we celebrate the idea of “being done” with school. But life has a funny way of changing our views. More retirees are returni...

Should You Worry About How Inflation Will Affect Your Retirement Planning?

The recent rise in inflation has been impossible to miss. Food costs keep going up, the housing market is red-hot, and gas prices are high, even by su...

Are Investment Trends Like Crypto and Clean Energy Good for Your Retirement Plan?

Unless you've been living under a rock, you've probably heard of Bitcoin. You may have noticed that the real estate market keeps getting hotter. And y...

Top 10 Ways to Make New Friends in Retirement

What’s the key to a happy retirement?  Is it a big trust fund or a country club membership? While having enough money to fund your retirement lifestyl...

Protect Your Retirement Savings With 7 Online Safety Tips

Cyberthreats are on the rise for both businesses and individuals. In the first half of 2020 alone, 36 billion personal records were exposed due to com...

Prevent Retirement Whiplash: What to do to Ensure Retirement Success

What do you think of when you imagine your retirement?  

Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

Receiving a lump sum of money can be a life-changing event. Whether from selling your home for a profit, cashing out a major equity investment, or col...

National Family Reunion Month - Time to Discuss your Retirement Plans with Family?

As the summer heats up and masks come off, Americans are getting back out there. Whether it’s a camping trip, beach vacation, or bringing everyone tog...

Can (and Should) Couples Keep Their Finances Separate in Retirement?

Many married couples enjoy having financial independence throughout their working lives. Some maintain separate bank accounts for decades without a hi...

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