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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

Understanding Generational Wealth

What is generational wealth?In simple terms, generational wealth is wealth that is passed down from generation to generation. This wealth can come in the for...

The Mid-Year Financial Check-In

When you started your financial planning for 2020, odds are you did not account for a pandemic that would shut down the economy and drive America to record u...

Senior’s Guide to Dealing with Canceled Travel Plans

It’s distressing that travel plans are being canceled for the foreseeable future during the COVID-19 pandemic, but it is possible to manage cancellations and...

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The Importance of Reviewing Your Homeowners Insurance

Homeowners insurance can be tricky. It’s a necessity when you own a house or property, but coverage options and policies all differ. It’s important to review...

The Best Books for Senior Investors

We never stop learning throughout our lives, and our financial knowledge is no exception. Passing the time with a good book can sometimes come with the added...

Senior Health Tips That Will Save You Money

Staying healthy is always a hot topic, and especially now given public health concerns. Staying healthy is important for living a long, healthy life. Plus, i...

What Should I Do With My 401(k) After Leaving My Job?

If you’ve left your job, you may be wondering what to do with your 401(k) account. Do you have to cash it, can you roll it over, or should you leave it be? L...

Retirement Planning for Contract Workers

Contract workers are at an all time high in America. With the abundance of jobs like Uber, DoorDash, and other service-oriented contract jobs, combined with ...

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