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Work Smarter With Widows
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There is nothing more devastating than the loss of a spouse. No matter how well a couple prepares for this eventuality, losing one’s husband or wife is a terrible shock and often requires years of adjustment.
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What Medicare Doesn't Cover
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Medicare covers a variety of health care services, but it certainly does not cover everything.
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Wall Street's Watchdog Doesn't Disclose All Regulatory Red Flags BROKER-CHECK
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Finra Doesn’t Make Public All Its Information About Brokers.
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The Typical American's Net Worth By Age - Here's Where You Stand
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Ask most people what their net worth is and they probably don’t know. Show them how to calculate it and they’ll be dying to know how they compare to their peers.
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'Give It Twice' Trust
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A very popular option for a parent with children is called the “Give It Twice” trust. This is a trust funded when the surviving parent passes away.
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Blood And Money - How Familial Strife Can Unravel Estate Plans
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Few things can unravel a client’s estate plan more than familial strife.
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Game Changers - Dealing With Dementia
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Dementia is not only robbing the elderly of their mental capacity, it’s putting financial advisers in a bind.
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A Way to Fix Long Term Care Insurance
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The best way to make long-term-care insurance accessible—and affordable—for more people might be to change what has become gospel in the business: the use of short “elimination periods.”
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12 Money Mistakes Almost Everyone Makes
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Research suggests that creating an annual budget instead of a monthly one works best.
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Stop Checking Your Retirement Portfolio So Often - Columbia Study
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A paper from Columbia Business School suggests advisors take a ‘no news is good news’ approach to client communication.
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