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reverse mortgages

Reverse Mortgages: A Viable Option or a Risky Bet?

A reverse mortgage can seem like a lifeline offering access to much-needed cash during retirement....
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Protecting Your Biggest Investment: The Realities of Homeowners Insurance

On Oct 28th of last year, we published an issue on insurance and it was...
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The Money Talk: Guiding Your Children Through Career and Education Choices

In today's rapidly evolving job market, having honest conversations with your children about career choices...
crypto

Understanding Cryptocurrency: A Primer for Conservative Investors

After spending January exploring the fundamentals of financial planning - from estate planning to choosing...
businessman presentation with whiteboard dollar sign

Investment Coaching Scams

Investing can feel overwhelming, which is why some turn to coaching programs for guidance. But...
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The Art of Letting Go: How Simplifying Can Boost Your Retirement Well-Being

When it comes to retirement planning, most of the focus is on saving money, maximizing...
DIY

DIY or Delegate? How to Decide Which Financial Tasks to Take On Yourself

There’s a lot of buzz about taking control of your finances - and for good...
Emotional Side of Estate Planning

The Emotional Side of Estate Planning: Passing Down Values Alongside Your Assets

By now, you’ve seen how estate planning can save your loved ones from unnecessary headaches...
avoiding probate

The Hidden Costs of Poor Planning: Titling of Assets and Avoiding Probate Pitfalls

So, you’ve got a will, maybe even a trust, and you’re feeling good about your...
charity scams

Charity Scams – Giving Safely as the Year Ends

The holiday season is a time of generosity, with many of us eager to support...