Couples risk retirement avoiding financial planning conversations

Friendly Scammers Preying on Seniors

Couples risk retirement avoiding financial planning conversations Couples are putting their plans for a comfortable retirement at risk by avoiding talking to each other about their finances, according to new research. Couples risk retirement avoiding financial planning conversations The research by insurers Prudential found that one in five (20%) couples over the age of 40 has never discussed financial planning for retirement, while nearly two thirds (63%) say they have never met as a couple with a professional financial adviser to discuss retirement planning. Each year Prudential surveys couples aged 40-plus on their retirement aspirations and their attitudes to financial planning, and this

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Tax Scam Consumer Alert

Friendly Scammers Preying on Seniors

Tax Scam Consumer Alert Seniors and consumers watch out!  Tax scams are on the rise.  We heard from several clients that received calls from fraudsters posing as IRS tax collectors asking for immediate payment or face immediate consequences.  One of our elderly clients was very frantic, nervous and scared when she received this scam call.  She really thought she needed to make a payment over the phone.  We're just thankful she thought to called us first before she did something she would regret later. Tax Scam Consumer Alert Below is additional information about this phone scam that was taken directly from

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Protecting Yourself with Cybersecurity

What is Cybersecurity? Most refer Cybersecurity as technology security or in other words protecting your computers or data from unauthorized access, change or destruction. Most of us at one point in our lives have been a victim or know someone who has been violated by a “hacker” trying to use our personal and confidential information for their own profit or use.  If you turn on the news or read periodicals on any given day you will hear or read about financial institutions, retail institutions, government departments, hospitals, schools and airlines that are being compromised.  It is uncomfortable to think that

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The Essence of Estate Planning

The Essence of Estate Planning Since none of us know the exact day and time we will die, time is the essence of a good estate plan. The Essence of Estate Planning Having a good estate plan requires the self-realization that we will not live forever.   So given this fact, ask yourself "What will happen to all of my stuff, and who is going to take care of my overall well-being if I am not able?"  As you ponder this thought, either a sense of angst or peace will follow.  If you have angst then you probably need to do an evaluation of

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Everything About 0% Intro Rate Credit Cards

Tired of reading review after review about 0% APR intro rate credit cards? Having no luck when it comes to finding an all-in-one-review about 0% APR intro rate credit cards? Confused with what you've read so far about 0% APR intro rate credit cards because everything seems to be contradictory? Well, look no more because this article is indeed what you're looking for. Everything About 0% Intro Rate Credit Cards In this article you will learn everything you want to know about 0% APR intro rate credit cards.  You may also discover more than you bargained about 0% APR intro rate

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