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October 22nd, 2020 |

Tips to protect yourself from COVID-19 scammers

Look out for these warning signs that often accompany coronavirus scams.

During this time of uncertainty, fraudsters are taking advantage of global…

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October 8th, 2020 |

Will Social Security beneficiaries get a COLA in 2021 after all?

A 1% increase would be better than none at all for 60 million Americans.

Older adults, along with workers with disabilities and…

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September 24th, 2020 |

Five ways technology will change the way we age

We’re living longer-and healthier-than our predecessors, because of
advancements in nutrition, medicine, public health, and sanitation during the last century. And…

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September 11th, 2020 |

How annual 9/11 ceremony on anniversary of terror attacks will look different due to COVID

In the days before the annual ceremony at the 9/11 Memorial and Museum that serves to remember those who were killed…

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August 27th, 2020 |

Lean into budgeting to make your money last in retirement

 

You’ve spent decades in the workforce earning a living, your schedule dictated by the demands of the job. All the while,…

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August 13th, 2020 |

Family summer activity alternatives during Covid-19

Key Takeaways

 

  • Typical summer activities may be unavailable due to the
    COVID-19 pandemic.
  • You may have to…

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July 30th, 2020 |

Probate workarounds can save heirs time and money

A reader recently reached out after his elderly mother died, asking how soon he could distribute the $10,000 she had earmarked in her…

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July 27th, 2020 |

Newsletter, Q3 2020

Third Quarter, 2020 >

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July 16th, 2020 |

Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other…

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July 2nd, 2020 |

Keeping cool: investment strategy vs. reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% – the highest…

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