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Latest Posts

10 Common Scams Aimed at Senior Citizen Investors

To help you better protect yourself and your family members, please review the following list of ten common scams that are aimed at senior citizen investors...

Senior Fraud from Within Your Family

It is difficult to fathom that the ones closest to you may actually be the ones trying to exploit you, but it happens. Here are some things for seniors to consider about fraud from within your own family...

Scam Safety Guide for Seniors on Social Media

With the digital age now fully upon us, it’s important now, perhaps more than ever, to be aware of what scams there are and how to protect you or your senior loved ones again them...

Probate: Within the Dash

With or without a will, unless you hold your entire estate in a well maintained trust, probate is inevitable...

18 Must Do’s to Prepare Your Estate for Your Heirs

Here are 18 things that we recommend you do to help ensure that your heirs will get the most benefit out of your estate when you are gone...

Trusts: Who Needs Them?

Trusts are an excellent vehicle for many individuals and couples.If you want to avoid probate, the court procedure at the time of a person’s death, a Trust is a method to do this. Additionally, a Trust gives a person protection if they are unable to manage their financial...

Top 5 reasons to start a small business in your retirement

Starting a small business is a wonderful way to stay busy as well as bring in extra cash. Here are five reasons why starting a small business might be a good idea. ...

Reverse Mortgages and CRMPs

Learn more about Reverse Mortagages and Certified Reverse Mortgage Professionals (CRMPs), and how they can help you...

Are You On The Edge?

Financial cliffs are very real and can be upon us without warning.  It is your financial professional’s job to know where the financial cliffs are and help insulate you from them. ...

THE DIFFERENCE BETWEEN FINANCIAL PLANNING & ESTATE PLANNING?

Estate planning is the legal documents to ensure three primary objectives. ...

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