Posts tagged financial planning
Planning for Life in a Retirement Community—Things To Consider

Given the high demand of retirement communities, which can include independent living and assisted living alternatives, many are taking a proactive approach in evaluating and moving into these communities—prior to health changes that could warrant the necessity to move in

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Successful Investing: Don't Be Your Own Worst Enemy

A number of studies have shown that investor behavioral biases have an enormous impact on investment returns for the average investor. Given the emotional component of investing, it is important to recognize that, while we cannot avoid these feelings, gaining an understanding of common behavioral biases may help us avoid acting on these emotions.

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Dementia - Do You Have a Game Plan?

Increasingly, families have to figure out how to best deal with dementia and other memory-related impairments that naturally happen as people age. This is especially true when navigating the complex and often times confusing area of personal finances. So, what can you do to prepare yourself should you, or a member of your immediate family develop dementia? Here are a few ideas that you may find helpful.

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Be Proactive When Helping Aging Parents with Their Finances

Let’s face it, in today’s world, managing your personal financial affairs can be complex. There are many decisions that need to be made on a weekly or even daily basis. For a large and growing segment of the population, who are trying to help (often unwilling) aging parents with their finances, this can be incredibly frustrating, stressful and burdensome.

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