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5 Financial & Legal Tips for Families Facing Dementia

November 20, 2024

Caring for a loved one diagnosed with dementia brings emotional, physical, and financial challenges. One of the most important steps you can take is to ensure that the appropriate legal and financial documents are in place.

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Medicare & Long Term Care Working Together

November 12, 2024

People often believe that Medicare covers long-term care (provided either at home or in a nursing facility). Unfortunately, that’s not the case.

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Grandfather and grandson standing next to truck of hay

6 Essential Steps for Estate Planning

October 16, 2024

Here are six essential estate planning items to review or use as a checklist, to protect your loved ones and secure your legacy.

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Why You Should Keep Your Life Insurance After Retirement

September 27, 2024

When you reach retirement, it’s natural to reconsider your life insurance needs. But before you decide to cancel your coverage, there are a few important questions to ask yourself to ensure you’re making the best choice for your financial future.

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Insurance Needs Assessment: For Empty Nesters and Retirees

September 9, 2024

As you transition into retirement, reassessing your insurance needs becomes crucial. Learn how to protect your assets, cover potential healthcare costs, and secure your legacy during this new chapter of life.

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