Latest articles by Joelle Spear, CFP®
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters, as one man's recently publicized issue shows. This enrollment checklist flags important info you need to know.
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Health Care Cost Basics: What They Are and Ways to Save
health insurance From premiums to co-pays and co-insurance, health care is one savings goal you can’t afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
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Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well
estate planning Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.
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Hiring a Nanny, Housekeeper or Caregiver? Financial Tips for Household Employers
taxes Thinking about hiring a nanny, housekeeper or caregiver? Make sure you understand your obligations as a household employer as far as taxes, payroll, W-2s and even insurance go.
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A Financial Adviser Shops for Her Own Disability Insurance
Smart Buying Follow along to learn about the decision-making process for how much and what kind of coverage you might need for yourself.
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Selling Your Stuff: The Tax Dimension
taxable income Thinking about clearing out your collectibles or selling off the antique furniture Grandma left you? Be careful, because the IRS may want a cut of your windfall.
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Choosing a Financial Adviser: The Fiduciary Dimension
Financial Planning Do you know what a fiduciary is? Is the financial professional you're working with a fiduciary? Here's how to find out, and why it's important to know.
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Thwarting the Robocaller Invasion
Scams Consumers have an array of weapons at their disposal in the fight to help keep those infuriating interruptions at bay.
