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Older Adult Living Options: Issues and Solutions
When looking at your older adult living options, planning is vital. Preparation will help you and your loved ones cope with the future.
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Charitable Giving and Your Estate Plan
Did you know charitable giving can be a beneficial part of your estate plan? Learn how and why it might make sense for you.
How Can Trusts Save on Estate Taxes?
What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?
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What are CCRCs and Are They for Me?
Older adults who anticipate needing long-term care may choose a continuing care retirement community (CCRC).
Buying vs. Renting in Retirement
Housing is a large expense, so choosing between buying and renting can be stressful. Adding retirement to the equation makes it tougher.
Banks Are Riskier Than You Think: Part 2
Banks seem like a safe alternative to the stock market, but are they? How do they really work? Is your money safe?