Ways to Fund Special Needs Trusts

A look at the different choices & strategies. Provided by Kelli Young If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those […]

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Economic Lessons from Used-Car Inflation

Various factors drive used car prices. Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the price of some items more than others. If you’ve been in the market for a used car, you’ve learned a […]

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Insurance When You Marry After 40

With people marrying later in life these days, coverage has become even more important. Provided by Kelli Young When you marry, you buy life insurance. Right? You buy it out of consideration for your spouse, and also realize that in the event of either your untimely death or your spouse’s untimely death, your household could […]

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Evacuating for a Storm or Fire? Have These Documents Ready

From the Desk of Kelli…(by Chantal) After a personal experience of my own with an evacuation due to a nearby wildfire, I thought this would be a good reminder as we never know when a disaster can happen. Stay Safe! Chantal FAMILY AND LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. […]

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Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position. Provided by Kelli Young With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down […]

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2021 Retirement Confidence Survey

A deep dive into workers’ expectations in retirement versus actual income sources. Provided by Kelli Young Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit […]

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Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

Some potential benefits of the Securing a Strong Retirement Act. Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the bill moves from the House of Representatives to the Senate, many hopeful investors are anticipating […]

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Understanding Extended Care

The important question: are you prepared? Provided by Kelli Young, CLTC Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community Living estimates that by 2060, 94.7 million Americans will be aged 65 and older. Of those, […]

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