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Financial Reminders for Empty Nesters Weekly Update – 10/11/17

So, you have sent the kids off on their own and now find yourself an empty nester. This new life stage brings quieter vibes in the house and less multitasking to manage. But beyond the physical changes, you also have new financial factors to address in order to support efficient, long-term wealth management. If you’re an empty nester experiencing this life change, here are some financial reminders to keep in mind. Read more

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Tax Benefits Available as You Age Weekly Update -10/4/17

Finding any helpful reason to pull down your tax liabilities is a welcomed benefit, no matter one’s age. But, once you move into your golden years, exploring new tax benefits is worth the time and effort-you may have specific tax benefits available to you that you couldn’t previously claim. And any money you save today can help you fund a long and comfortable retirement.  Read more

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Ways to Stay Active In Retirement Weekly Update – 9/27/17

Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.[1] Read more

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Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

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Life Insurance Awareness Month: Facts to Know Weekly Update – 9/20/17

September is Life Insurance Awareness Month, which aims to increase awareness about the importance and helpfulness of having life insurance coverage. Over the years, life insurance has become an essential way to protect one’s financial life. In fact, 84% of people believe that the majority of people should have life insurance.[1] Yet, 40% of people haven’t bought life insurance or increased their coverage because they don’t understand the options or how much they need for protection.[2] Read more

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

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How to Protect Your Financial Life From a Natural Disaster Weekly Update – 9/13/17

As the current hurricane season is reminding us, natural disasters can strike at any moment and on any scale. And no one wants to realize they are unprepared for an event and have their financial standing at risk. Disaster planning is an important part of proactively managing finances. While we hope everyone currently at risk of hurricanes is adequately prepared, we want to help you take ongoing preventive measures that you can apply year-round. Read more

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Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

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Financial Checkup: Are You Maintaining a Healthy Financial Life? Weekly Update – 9/7/17

No matter what life stage you’re in, knowing your financial health is important. Just as a regular checkup with the doctor will give you insights on your medical well-being-and any course corrections you should take-so, too, will doing a checkup on your financial life. Read more

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Long-Term-Care Insurance as a Retirement Planning Strategy Weekly Update – 8/30/17

Ensuring you have the money you need to support you throughout retirement is an ongoing responsibility that shouldn’t be overlooked, no matter what retirement stage you’re in. When building and maintaining your plan, healthcare is a major component of the retirement costs you need to manage. In fact, retired couples today may spend up to $350,000 on healthcare costs alone.[1] You can fill financial gaps and protect your standing with long-term-care insurance. Read more