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Smart Strategies for Using a 529 Plan
When used wisely, 529 plans can be a powerful part of your broader financial plan. Here’s how.
When used wisely, 529 plans can be a powerful part of your broader financial plan. Here’s how.
Whether you’re shopping for coverage for yourself or for aging parents, you don’t want to make a big decision about healthcare without considering all of the factors. Here are a few questions to ask now so
You may have done everything “right” when planning for your retirement. But what happens when the unexpected shows up?
We sat down with Suzanne Scheer, a financial advisor on our team who specializes in long-term care insurance, to get the facts and latest news.
Most people assume they’ll pay less in taxes when they retire—but that’s not always true.
Your retirement needs are as unique as you are.
If you watched our previous video on picking the right CCRC, you know there’s a lot to think about when making a decision. But finding the perfect fit for yourself or your parents isn’t as simple
Most of us spend years anticipating and working toward retirement, but what if it falls flat? The National Library of Medicine published a study in which 28% of retirees reported experiencing depression after retiring from the
Choosing a Continuing Care Retirement Community is a great move for longevity planning and peace of mind, but that doesn’t mean it’s an easy move.
Starting a Dream Book is a great way to get your ideas down on paper and craft your dream retirement.
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Traci Richmond CA License No. 0G81406, Suzanne Scheer CA License Number 4371618, Claire Volke CA License No. 4465761
