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How the Cost of Medicare Impacts Social Security Payments
Have you seen monthly Social Security payments go down from one year to the next? It may be because the cost of Medicare insurance coverage…
Representative Payees for Social Security
Did you know that the Social Security Administration (SSA) does not recognize a person’s Power of Attorney document? If a recipient of Social Security needs…
How Many Bank Accounts Are Too Many?
It’s not just the number of accounts… it’s the titles. Regardless of your stage of financial life, building financial literacy creates a better understanding of…
Investing in the Stock Market
For many new investors, stocks are like the Tango – highly seductive, exciting to watch, but intimidating to actually try and do without a trusted…
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Typical Stages of a Financial Life
In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a…
Understanding Investment and Tax Documents
Understanding the financial concepts orbiting your life will help you make better decisions about money now… and in the future. Financial literacy is key. Tax…
- Financial Literacy |
- Financial Organization |
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Building Financial Literacy
With the recent news of the extraordinary movement of a stock price, you may be feeling a bit insecure about your financial knowledge. What happened…
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- Financial Organization |
- LifeArc |
- LifeKeeping |
- Long-Term Care Insurance |
- Personal Finances |
- Seniors |
Helping Family Members with Personal Finances… The Epitome of A Sticky Wicket
Helping family members with their personal finances is the epitome of a sticky wicket. There are typically two intervention points. The first is stepping in…
