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IT'S ALL ABOUT MONEY MANAGEMENT

  • Cash Alternatives for Charitable Giving

    Cash Alternatives for Charitable Giving December 2021 - Thinking about donating? Think of these choices.

  • End-of-the-Year Money Moves

    End-of-the-Year Money Moves November 2021 - Here are some things you might consider before saying goodbye to 2021.

  • Insurance When You Marry After 40

    Insurance When You Marry After 40 October 2021 - With people marrying later in life these days, coverage has become even more important.

  • How to pay for long-term care expenses?

    How to pay for long-term care expenses? September 2021 - Much will depend on your health and financial well being—and for most people, there are five common ways to pay for long-term care expenses.

  • Life Insurance with Extended-Care Riders

    Life Insurance with Extended-Care Riders August 2021 - As conventional extended-care policies grow costlier, alternatives have emerged.

  • Guarding Against Identity Theft

    Guarding Against Identity Theft July 2021 - Take steps so criminals won’t take vital information from you.

  • Essential Financial Figures

    Essential Financial Figures June 2021 - Key information and Financial date for 2021

  • Good News for Obamacare!

    Good News for Obamacare! May 2021 - The new relief measures allow people who are getting Obamacare tax credits to receive even more tax credits. And individuals who are just outside of the income thresholds may be eligible for tax credits to reduce the cost of their health insurance.

  • The New Inherited I.R.A. Rules

    The New Inherited I.R.A. Rules April 2021 - Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. Are there exceptions to this rule?

  • How Soon Might the Stimulus Arrive?

    How Soon Might the Stimulus Arrive? March 2021 - There has been a great deal of speculation about Congress putting forward an economic stimulus, covering the needs of both individuals and businesses / Good News for Obamacare Eligible Individuals.

 

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