Blog
Avoid the LTC Policy Cancelling Storm
We strongly encourage you to pay your long-term care (LTC) premiums automatically. Long-term care policies are intended to be held for decades. The risk is that just when you need the policy you might miss the premium and it is...
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Navigate tax season with confidence. Follow these tips to help you file accurately, mitigate penalties, and manage IRS notices.
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Should You Be Concerned About the State of Social Security?
Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups. However, there are concerns regarding its sustainability. Social Security is particularly concerning among younger...
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Tips for Finding an LGBTQ+ Friendly Financial Planner
Finding the right financial planner can be crucial for LGBTQ+ individuals and couples. Here are some tips to help you in your search. Download the full guide here: Tips for Finding an LGBTQ+ Financial Planner
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Aging Alone: Estate Planning for Single Adults
Many of us imagine a future shared with family or a significant other. But for a growing number of people, aging alone is a reality. If you don’t have immediate family or a partner, estate planning may feel overwhelming. You might...
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How Taxes Can Impact Retirement Savings Accounts
Retirement is a chapter of life that, for some, may signal leisure, freedom, and working by choice, not necessity. However, this phase usually requires retirement income from retirement savings withdrawals. Different retirement account type
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10 Powerful Ways Women Business Owners May Gain a Competitive Edge
Starting and running a business may be exciting and challenging. If you’re a woman and a business owner, you may face some obstacles, but there are many ways to gain a competitive edge. Here are ten tips to help you succeed and stand...
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Women and Long-Term Care Readiness: Planning for Lifelong Wellness
October is Long-Term Care Planning Month, a time to reflect on the importance of preparing for future health needs. For women, this planning takes on special significance.
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From Piggy Banks to Bank Accounts: Parental Financial Advice for College-Bound Students
Although many teens are loath to admit it, they rely heavily on advice from trusted adults in their lives—especially their parents. As these teens begin moving out and heading to college, it becomes even more important to set them on a good
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The Importance of Retirement Planning for the LGBTQ+ Community
Even though same-sex marriage has been legal throughout the U.S. for nearly a decade, members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future.
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Real Financial Issues in the LGBTQ+ Community
The LGBTQ+ community has long faced financial challenges and disparities, largely due to societal discrimination and inequality. Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact t
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A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?
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2 Ways for Nurses to Take Control of Their Finances
Being a nurse comes with a lot of responsibility alongside a sense of pride in knowing that you are helping others. But while the road to becoming a nurse already involves a fair bit of course work, there unfortunately isn’t much on helping
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How Delaying Retirement Can Affect Longevity and Health
Delaying retirement appears to increase longevity among men in particular, but it does not seem to have any significant impact on the likelihood of developing health problems like diabetes and depression, a study published in 2018 by the Ce
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The Changing Face: Dual Income Families
The concept of the “traditional” American family is continually changing. The dual income family—with both spouses maintaining separate careers and contributing to the financial success of the household—has now become commonplace.
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