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Insurance Policies

Medigap, Elderly Services

Mother’s Day: Insurance Planning

Finding the insurance policies is going to be the just the first step.

WBZ NewsRadio 1030–05/10/2012

Files, Paperwork, Filing

Mother’s Day: Where Are The Papers?

CRS. This disease begins around age 40 and every adult suffers with it. And it certainly does worsen with age.

WBZ NewsRadio 1030–05/08/2012

Safe Deposit Box, Safe

Spring Cleaning: What Should You Keep, How Long, And Where?

Most of us keep too much of the paper that comes into our homes.

WBZ NewsRadio 1030–03/23/2012

Crowninshield Street in Peabody (Photo courtesy: Jim Palmer)

Spring Cleaning: Where Are The Insurance Policies?

Insurance is a financial tool. We buy protection for a catastrophic situation we don’t have enough money of our own to cover.

WBZ NewsRadio 1030–03/21/2012

1040

Last Week Of The Year: Making Your Life Simple

Experts say we spend 40 hours a year looking for the important stuff we put away in safe places. We just can’t remember which safe place we put it in!

WBZ NewsRadio 1030–12/27/2011

Money Matters – More Dumb Money Moves: Not Updating Beneficiary Designations

I’ve heard so many sad stories regarding beneficiary designations.

WBZ NewsRadio 1030–09/27/2011

Money Matters – Spring Cleaning: What Should You Keep, How Long, And Where

Most of us keep too much of the paper that comes into our homes. Common sense should prevail about what to keep and how long.

WBZ NewsRadio 1030–04/01/2011

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