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Recent Posts

Top Retirement Activities in Florida

For years, Florida has been called the retirement capital of the country, and justifiably so thanks to its warm weather, ample ...
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Which Documents Do I Need to Keep Forever?

In our over-connected and increasingly digital world, everything seems to be moving online. While this is great to reduce paper ...
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How to Protect Your Retirement from Major Illness

When you think of retirement and how you need to save for it, you’re probably thinking of the usual things like where you’d want ...
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3 Things to Consider When Choosing a Trust Company

When choosing a trust company there are a number of things to consider. Is this someone that you believe will take care of your ...
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How to Make the Most Out of Your 401(k) Throughout Life

One of the best ways to create a comfortable and enjoyable retirement for yourself is to start saving money early in your life. ...
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How to Calculate the True Cost of College

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter as you plan ...
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Retirement Planning for All Phases of Your Life

Depending on which professional sector of society you consult, there are between three and eight phases of life. 
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Wills, Estates, and Trusts

Most people don't want to think about life after they are gone no matter which stage of life they're currently experiencing. They ...
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How to Access Retirement Funds Early, Without Penalty

It’s important to plan for retirement, but what happens if you need that money earlier? Accessing retirement funds before they ...
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