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Our financial planning tiers include access to a more extensive resource library with purchase. It has a variety of high-level financial planning topics to choose from, as well as financial planning workshops. These pieces have either been written or approved by our coaches! 

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The A.B, C’s (and sometimes D) of Medicare and Medicaid

Over the course of the past few years, individuals have incorrectly used the terms Medicare and Medicaid interchangeably. Of course, with so much information out there, it is understandable why it is difficult to decide on which government program works best for you or a loved one. Below, we have provided answers to some of the...
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Annual Financial Check-Up Time!

2020 has come and gone. People have never been more aware of their personal health and happiness. We hope that this newfound resilience allows everyone to not only appreciate having both but continue being vigilant going into 2021.    For some people, an annual medical check-up helps them stay on top of their health and be...
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What Can You Expect From Your Financial Planner?

Financial planning is important to accomplish your goals like buying a house, saving for your child’s education, leading a stress-free retired life, repaying debts, etc. Besides, it helps you to determine whether or not you are on the right track to achieve your goals. So in short, proper financial planning can help you to make appropriate...
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Looking Ahead: Future Considerations for Seniors at Home

Most older adults prefer to age in place today, which means a significant need for accessibility at home. But as many seniors soon learn, affordability can become a challenge when your home requires updates to make your golden years more comfortable. Whether you’re preparing for your own future or are helping an elderly loved one age...
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Does This Count as a Gift? The Top 5 Gifting Mistakes People Make

Does This Count as a Gift?  The Top 5 Gifting Mistakes People Make If you’re looking to help pay for your child’s wedding or give a little extra during the holiday season, many people are unaware that a tax grinch is lurking around the corner waiting to get you for doing a good deed. So who...
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5 Financial Statistics To Be Thankful/Worried For

5 Financial Statistics To Be Thankful/Worried For This Thanksgiving may see you and your family feeling less thankful. With so much change, uncertainty, and unknowns for the future, it may be difficult to feel that much has gone right in 2020. However, it may be helpful to put your troubles into the greater context of what...
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