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bank scams
Retirement

Pause

Bank scams are on the rise. There are five common tricks of fraudsters. Did you get a call, email or message saying there is an ...
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protect yourself
Medicare

Protect Yourself

Medicare provides foundational health coverage for retirees – but it comes with gaps, and there are no caps on out-of-pocket spending. That naturally leads seniors ...
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blog
Retirement

When One Spouse Passes

When one spouse passes away, the surviving spouse’s social security benefit may change significantly, and many retirees are unaware that they generally do not continue ...
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trust
Retirement

Trust

Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can ...
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annuity
annuities

Dependable, and Not Just For Retirement

A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It ...
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