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How Women Can Win the Retirement Savings Struggle
From caregiving demands to long life expectancies, retirement planning for women is tricky. Luckily, every challenge can be overcome with the right solution.
By Kelsey M. Simasko, Esq. Published
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You Need a Retirement Contingency Plan: Five Steps to Get It Done
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components.
By Joel V. Russo, LUTCF Published
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How to Hire a Caregiver: Tips for Finding the Right Fit
When a loved one needs a little (or a lot of) help, take heart. You have options. Here's where to start looking for the support you need.
By Kelly Gallimore, ChFC®, CES® Published
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
By José Echeverri Published
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Four Ways to Prevent Feeling Regret in Retirement
Making financial plans for decades into the future can be daunting, but focusing your efforts is key to achieving freedom, financial and otherwise, in your golden years.
By Patrick M. Simasko, J.D. Published
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Finding the Right Home Health Care For You
Kiplinger reviews how to find the right home health care for yourself and your situation.
By Ella Vincent Published
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Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
By Patrick M. Simasko, J.D. Published
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Four Things You Need to Know About Your Aging Parents
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power.
By Leila Evans, CFP® Published