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- Aging Relatives |
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Communicating with Aging Relatives During the Holidays
The holiday meal is planned. Candles come down from the shelves. Presents are wrapped and cards addressed. We look forward to reconnecting with family. Often,…
- Aging Relatives |
- Company Story |
- Holidays |
- LifeKeeping |
- Seniors |
A Client Story for Holiday Sharing
Bernice sent out holiday cards every year, and they were a big deal: she had a photo of herself in holiday garb and wrote a…
National Pop Goes the Weasel Day
Pop Goes the Weasel … and Budgeting? June 14 observes National Pop Goes the Weasel Day. All around the Mulberry bush The monkey chased the…
- LifeArc |
- LifeKeeping |
- LifePace |
Families with Children & Teens Need Mental Health Check-ups
There is a significant mental health problem among our youngest citizens. Here’s how you can make a difference. #CureStigma #MentalHealth #Youth Mental health has become…
- Aging Relatives |
- Health Insurance |
- Insurance |
- Life Insurance |
- LifeArc |
- LifeKeeping |
- LifePace |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Supplemental Insurance |
When Was the Last Time You Reviewed All Your Insurance Policies?
In June, “Insurance Awareness Day” is set aside as a day to review one’s insurance policies. When reviewing your files, consider any changes that may…
April is Financial Literacy Month
What does it mean to be financially literate? Our new article shares the 5 basic areas of financial knowledge needed for today’s complex society. #FinancialLiteracy…
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Taxes |
Getting Organized for the Tax Season
Does thinking of April 15th put you or your clients in a state of panic? Many accountants send out Tax Organizer booklets in January, but…
- LifeArc |
- LifeKeeping |
- LifePace |
Are You a Financial Hoarder?
You may wonder what a “financial hoarder” is. With all the media attention given to hoarders of physical objects, there’s been little focus on people…
