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Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass

June 17, 2022

We’ve written extensively about the risk of long-term care, but most people don’t want to consider the possibility that they’ll need it. Unfortunately, statistics tell us there’s a 70% chance that you will need long-term care if you’re 65 or older. If that’s surprising to you, it’s because the prevailing strategy for preparing for the […]

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Protecting Yourself from Fees: Why You Need a Fee Filter

June 16, 2022

No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the “handling fee,” which is always a head scratcher. There are two fees we think all retirees should know about: investment fees and advisor fees.    Granted, […]

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Protecting Yourself from Market Risk: Why You Need a Market Flashlight

June 9, 2022

You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward movement is thrilling, but downward movement is… well, we don’t have to tell you how that feels. The years 2000 and 2008 probably bring back […]

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Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 

June 1, 2022

Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of it is yours, but the rest belongs to Uncle Sam. He’s waiting patiently for when you begin taking distributions (or pass it on mostly untouched to your spouse or kids), […]

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AlerStallings Partner, Anna Christine, goes on the Expedition Retirement℠ Show to explain the risks of Long-Term Care

April 26, 2022

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay? Watch Anna break it all down on the Expedition Retirement Show℠.

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