It’s the beginning of a new year, and many of us make resolutions to improve our lives and make changes. Eat healthier, lose weight, cut down on alcohol — you…
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Housing in Later Life: Making the Right Choice
It’s never too early to think about housing in later life. To help you start taking action, think about the image you have of your future self. The ideal situation…
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Add Adventure to Your Retirement with Non-Traditional Travel Options
According to AARP, baby boomers expected to take four to five trips during 2019. Retired boomers who plan to travel more might even exceed that pace once they’re no longer…
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How Can Retirees Prepare for and Survive the Next Bear Market?
Anyone who’s retired in the past 10 years has been very fortunate. They’ve experienced a massive bull market and they may even have a higher net worth today than when…
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Using a Legacy Letter to Preserve Your Life’s Lessons for Future Generations
Your legacy isn’t just about your assets. Over your life, you’ve hopefully come to appreciate what your money can and cannot buy. Writing a Legacy Letter can help your heirs…
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How to Make Good Decisions When Life Throws You Curveballs
No matter how thorough our planning is, we are sometimes faced with tough decisions. Often times, these challenging moments are linked to major life transitions that affect our families, our…
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Don’t Let a Volatile Stock Market Interrupt You Living the Good Life
Volatility in the markets is normal. It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. Knowing this…
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Where Health And Wealth Intersect
Jeanne Carlson Smith, founder of Marca Life Planning, is profiled this month in Investment Advisor magazine, one of the financial services industry’s most widely-respected magazines. The feature shares how Jeanne…
Planning for Later Life: Why You Need a Healthcare Advocate
Edward is a 90-year-old retired professor. Previously active, he now walks with a walker or cane to avoid falling. His appetite has declined and resulted in a 20-pound weight loss….
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The Purpose of Money is NOT Just to Make More of It
Imagine that you’re living in a tent on an open plain… One day you plant a tree. For the next 40 years, you water it. You protect it from harsh…
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