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Health Care Proxy
A gift you can give mom this Mother’s Day is to help her sort through all of the stuff she has been saving for years and help get it organized.
Seniors want to live active lives but there is a huge difference between a 65 and 85-year-old.
Estate Planning does not have to be fancy, expensive or complicated.
There’s lots of books about how to raise kids but there isn’t much about how to plan financially for a baby.
If something should happen to you does someone know where all your important stuff is kept?
Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence.
If you have retired early and to save money got the least expensive HMO you could find, it just might not cover routine procedures if you are out of state.
As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.
According to a survey by the legal service Rocket Lawyer, almost three-quarters (71%) of adults under the age of 34 do not have a will.
Too many people believe that if they are investing they have a financial plan in place.
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