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What estate planning horror stories have you heard? It could be money going to the wrong person, incorrect people settling the estate,

Last Updated on September 25, 2024 Once you are retired, you don’t necessarily need to live in the same place. You can

When my uncle died while I was in high school, I remember family and friends dividing tasks for my aunt. One of

Elliott’s Note: After writing 9 Lessons I’ve Learned About Death and Money when my dad died, a reader said they would be

“A nuclear bomb was detonated today for the first time in 200 years” screams the headlines.  The DOW Jones dropped 20%, hitting

A common question I am often asked is, “What should I do with an old annuity?”  Maybe you decided years ago that

My dad died in July of 2023.  These are the 9 lessons I learned about death and money during his 7 year

Last Updated on February 5, 2025 Deciding how to create a paycheck in retirement is one of the key decisions people often

Last Updated on February 5, 2025 Health savings accounts (HSAs) are not only a powerful planning tool to pay for qualified medical

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