Scammers Now Claim to be From Social Security Instead of the IRS
“Move over, Internal Revenue Service. Criminals now prefer the Social Security Administration as their cover agency, when they try to...
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Jun 18, 20193 min
How Power of Attorney Can Help Unravel an Estate Mess
“Your daughter owned a home. She died, leaving one child. No changes have been made to the house title, but the mortgage company refers...
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Jun 17, 20193 min
Long Term Care Decisions Cause Challenges for Families
“Very often, a lack of planning and insufficient assets leaves families with few options for their loved one’s final years of care, which...
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Jun 14, 20192 min
Power of Attorney: Why You’re Never Too Young
“Although we all like to make our own decisions, there may come a time when we no longer have that luxury.” When that time comes, having...
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Jun 13, 20192 min
Little Known Issues When Health Savings Accounts Meet Social Security
“You can only put money in a health savings account, if you are covered by a high-deductible insurance plan. This means you must stop...
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Jun 12, 20193 min
Selling a Parent’s Home after They Pass
“Dealing with the death of a parent is challenging but selling their home can be fraught with land mines, particularly if they die...
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Jun 11, 20192 min
What Is a Predatory Marriage and What Can Be Done about It?
“A predatory marriage is one where one party lacks capacity and the other party exploits that weakness and has them secretly marry to...
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Jun 10, 20193 min
What You Need to Know about Trusts for Estate Planning
“Trusts fall into one of two main categories. The first category is composed of those that are established while the grantor (one who...
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Jun 7, 20193 min
Here’s How You Know You’re an Adult: 10 Documents
“I’m planning a major trip in 2020: It’s the year I turn 50, and I’m going to visit 50 places I’ve never been before. Among the fun...
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Jun 6, 20192 min
The Conversation You Need to Have with Your Parents
“Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you're on...
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Jun 5, 20192 min
How a Single 401(k) Works for Self-Employed
“There are many perks to being self-employed—flexible hours, the possibility of working from home and, of course, being your own boss....
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Jun 4, 20192 min
Retirement-Age Workers Crack the 20% Mark
“Rickety social safety nets, inadequate retirement savings plans and sky-high health-care costs are all conspiring to make the concept of...
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Jun 3, 20192 min
Estate Planning When a Family Member Is Disabled
“Without proper planning, leaving an inheritance or making a gift to a disabled family member can cause the disabled person to lose their...
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May 31, 20192 min
Worried about a Spouse Needing Nursing Home Care?
“Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when...
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May 30, 20192 min
What Happens to Life Insurance Now?
“For many people, life insurance is meant to replace lost earnings or fund some other need that may not get accomplished, should the...
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May 28, 20192 min
Singles Need Two Key Documents, No Matter How Young
“As it turns out, though, living wills and durable power of attorney for healthcare are two things that single people might especially...
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May 27, 20192 min
Could You Lose Your Social Security Benefits to Creditors?
“Not paying your debts can have some very serious consequences. If you're working and are delinquent on your payments, your creditors...
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May 24, 20193 min
What Will the SECURE Act Do?
“The retirement income crisis has spurred Congress into action. Both the House and Senate introduced bills earlier this month, which...
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