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

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…

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Planning for Retirement vs. Planning in Retirement

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to,…

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The Smart Retiree’s Cheat Sheet for Trusts

Find Out What Each Type Does (or Doesn’t Do) in This Table    For many of our…

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The History of Retirement Planning Might Surprise You

Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a…

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4 Dirty Secrets Financial Planners Don’t Want You to Know

Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You…

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What is a Retirement Planner?

Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry…

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Help Us Fight Alzheimer’s With Heart & Sole

Join Forces With Golden Reserve in This Year’s Walk to End Alzheimer’s®    Alzheimer’s is anything but an anonymous disease,…

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The Looming Cost of Long-Term Care

If you read our article on the One Thing Your Retirement Plan is Probably Missing, then you’re…

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Three Opportunities to Lower Your Tax Bill for Retirement

Taking Action at These Junctures Can Pay Off When It Matters Most The word “taxes” sparks fear…

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