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Budget, Retirement, Savings, Security

Protecting Aging Adults from Financial Abuse

Being aware of an elder’s lifestyle is the first step in determining if they may be a victim of abuse. There may be many small and large symptoms of potential elder financial abuse, and it’s important to stay current on a family members’ (or friends’) behavior, their living environment, and, if you can, how their financial accounts are set up and their cash flow and bill paying activities.

Budget, Investment, Retirement, Savings

Smart Money Tips for Anyone Age 50 or Older – Part 1

There is a broad range of potential lifestyle and financial decisions to make and actions to take by age 50+, and below are some suggestions for anyone in that age group. This blog is part of a series covering this important topic, so there will be additional parts to it coming up in the future.

Budget, Insurance, Investment, Retirement

5 Ways to Save Money on Life Insurance

One way of thinking about life insurance is that it’s essential at any time of life, and it’s there to help people you care about in what may be an unfortunate time of need. The cost of life insurance varies, and it can be customized to meet financial, age and lifestyle needs. With research and appropriate lifestyle and purchasing choices, life insurance can be both affordable and available.

Budget, Retirement, Savings, Taxes

9 Important Financial Tips for Soon-to-be or New Parents

Becoming a parent is the most life-changing event that many people will experience. You are suddenly not only responsible for yourself but also for another person who depends on you for everything in their life. Whether you are expecting a child or are currently adjusting to your new life as a parent, this post could be a useful starting point for adapting to your new financial reality.

Insurance, Investment, Retirement, Savings

Why You Need Legacy Planning

Providing for the future requires planning today. Legacy Planning is a professionally guided, step-by-step process structured so that after your passing, who and what you love are taken care of according to your precise instructions so that no actions are ambiguous and that your money is used to fulfill your after-life goals.

Budget, Investment, Retirement, Savings

What to Do with the Money You Saved by Quarantining at Home

Investment, Retirement, Savings, Taxes

Please Call Us to Make a 2020 Contribution to Your Delta Community IRA, HSA or ESA

Investment, Retirement, Savings, Taxes

How to File Your Taxes Online for Free

Investment, Retirement, Savings, Taxes

Getting Ready for 2020 Tax Filing—A Few New Things to Consider

Investment, Retirement, Savings, Taxes

Your 2020 Tax Documents Are Ready to Download
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