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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.