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5 Ways to Avoid Elder Financial Abuse

I recently wrote about the growing likelihood that some of us will live to 100. While a longer life is a good thing, it will also present challenges – and unfortunately, sometimes financial predators. At a conference in May, I heard Philip Astor Marshall speak....

Partner up with a Planner for Financial Fitness

By Jamie Bosse Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week!  Saving money and losing weight...

Living to 100 – Are you Ready?

By Joni Lindquist, CFP® Good news! Multiple studies show that we are living longer and are healthier for longer.  In research done by Oeppen and Vaupel (2002), it documented that the life expectancy has been increasing two to three years every decade.  That means if...

2 Things that New Parents Should Not Put Off (But Usually Do)

There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...

3 Ways to Avoid Elder Fraud

Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties – and unfortunately, sometimes financial predators. Making sure that your income can keep pace with...