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financial planning (Page 2 of 14)

What is the Retirement Saver’s Credit and How Does it Work? 

This frequently-overlooked tool can help you boost your savings!

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How to Replace Important Documents That Are Lost or Missing

Replacing important documents that are destroyed, lost, or stolen is pretty easy once you know where to turn.

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The Most Overlooked Parts of Your Financial Plan – Are You Missing Out?

This video dives into the most overlooked aspects of your financial plan – the ones that could potentially derail your future financial goals.

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6 Thrifty Tips for Seniors to Save Money on New Clothes

Looking to revamp your wardrobe without emptying your wallet? We’ve got you covered!

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10 Energy-Saving Thrifty Tips for Retirees to Lower Utility Bills

Unfortunately, as inflation continues to impact the middle class, paying monthly bills can be challenging – especially for retirees living on a fixed income. Luckily, we have some thrifty tips that can help!

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5 Things Medicare Does NOT Cover

While it’s a valuable healthcare resource for seniors, it’s important to understand its limitations and the areas where it falls short.

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27% of Baby Boomers Have Nothing Saved for Retirement

An astounding 27% of Baby Boomers (that’s Americans ages 59 and up) don’t have any money saved for retirement. What does that mean for Boomers?

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Top 10 Retirement Worries That Baby Boomers Have (And What To Do About Them)

If you’re a Boomer nearing retirement, this article is for you. Here are the top 10 retirement worries..and how you can overcome them.


15 Low-Cost Hobbies for Boomers

There are fun hobbies that won’t break the bank! Here are 15 low-cost hobbies for Boomers.


Tax Breaks for Caregivers of Elderly Parents

There are several tax credits and deductions available to adult children who help look after their aging parents or other relatives. Here’s what caregivers need to know.

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Free Senior Resources

Ultimate Guide to Retirement Communities

The Ultimate Guide to Retirement Communities

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5 Health Conditions That Affect Baby Boomers and 5 Ways to Avoid Them

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ultimate estate planning checklist and guide

Ultimate Estate Planning Checklist & Guide

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Guide to Adult Day Care

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