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Blog Posts in 2014

Learning from Your Mistakes Can Become Your Teaching Moment

Learning from Your Mistakes Can Become Your Teaching Moment Everyone makes financial mistakes. The key is to learn from them, try not to repeat them and then pass on this hard-earned wisdom to your ...
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Who Needs an Estate Plan?

If you're reading this, you need an estate plan. Why? The short answer is "Everyone, age 18 and older needs an estate plan." It doesn't matter if you are old or young, if you have ...
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What if Treating Your Children Fairly Means Unequal Inheritances?

When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what's right by your children may not ...
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Three Social Security Traps

What you don't know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits. The Key Takeaways The longer ...
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Estate Planning Basics for Newlyweds - How to Get Prepared for the Unexpected

It's that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it's also ...
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Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children

After Robert died, Joan owned their vacation home outright. She remarried a few years later, and she added her new spouse's name to the title. When Joan died, her children were shocked to learn ...
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U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors

On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and ...
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Protecting Against Financial Fraud in Charitable Giving

Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a ...
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Long-Term Care Planning, Part 2

Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for at least some time before we die and b) the cost of this care can be ...
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Long-Term Care Planning, Part 1

A Central Requirement Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind of care you need if you are not able to ...
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