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April 18, 2025

Essential Medicare Information Caregivers Need to Know

Essential Medicare Information Caregivers Need to Know
medicare eligibility, medicare costs, medicare parts, preventive services, enrollment periods, long-term care, medicare tips, caregiver guide, healthcare coverage, medicare plan, medicare premiums, medicare deductible, medicare copayments, special enrollment, general enrollment, medicare appeal, health insurance, medicare for caregivers, senior care, medicare coverage options…

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A young woman, leaning against a packing box with a mug in her hands, basks in the sunshine and her own independence.
April 11, 2025

Moving Out? Here Are 7 Smart Money Tips You Need.

Ready to move out? Learn essential financial tips to budget, save, and thrive on your own without financial stress.
moving out finances, budget for moving out, first-time renter tips, financial planning, independent living, emergency fund, credit building…

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Members of a happy family enjoy dessert and each other’s company at an outdoor café.
April 4, 2025

How to Navigate Your Finances as a Blended Family

Be transparent about your financial situation, create a joint budget, and address legal and financial matters.
blended families, financial tips, budgeting for blended families, managing finances in blended families, financial planning for blended families, estate planning, child support and alimony, financial transparency, financial advisor for blended families, family budget tips…

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A younger man wearing glasses, a hoodie, and a T-shirt, explains something to a skeptical older man.
March 27, 2025

Are You Jeopardizing Your Own Security by Supporting an Adult Child?

Recognize when your financial support for adult kids is becoming too taxing.
Financial planning, supporting adult children, financial support, parenting, financial security, retirement, financial health, financial boundaries…

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A smiling woman embraces her elderly parents while sitting on a wooden bench outdoors.
February 24, 2025

A Caregiver’s Guide to Critical Legal Documents

Caring for aging parents? Learn about the key legal documents that simplify caregiving decisions and protect their wishes.
legal documents for caregiving, powers of attorney, advance directives, wills and trusts, beneficiary designations, POLST, estate planning, elder care planning, caregiver resources, aging parents legal tips…

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Woman thoughtfully looking at a laptop at home.
February 14, 2025

What You Need to Know About Accessing Your Deceased Spouse’s Bank Accounts

Learn how to access your deceased spouse’s bank accounts and navigate essential financial steps during a challenging time.
access deceased spouse’s bank accounts, bank account access, widowed financial steps, probate process, death certificate, estate management, joint account access, surviving spouse, financial guidance widowed, banking after death, deceased spouse finances, spouse’s will, probate attorney, bank account beneficiary, financial planning, account ownership, surviving spouse rights, estate executor, inheritance process, bank documents required…

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Person sitting at a desk, reviewing a financial document, next to an open laptop, coffee mug, and scattered papers.
January 29, 2025

How to Rebuild Your Financial Health After Divorce

Follow these tips for building your own strong financial foundation after divorce.
Financial planning, financial support, financial security, divorce, investing, retirement, financial health, financial boundaries, financial independence…

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Two people outside a glass building, one in a wheelchair holding a laptop, the other carrying books.
January 20, 2025

What You Need to Know About Special Needs Trusts vs. ABLE Accounts

Discover the key differences between Special Needs Trusts and ABLE accounts to help plan for your family member’s financial future.
special needs trust, able account, disability planning, financial planning for disabilities, government benefits, SSI eligibility, Medicaid eligibility, contribution limits, asset limits, Medicaid payback, special needs trust vs. able account, qualified expenses, disability trust, trust management, financial independence, legal guardianship, trust vs. able, disability support, supplemental security income, special needs planning…

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Person reviewing financial documents at a desk with a laptop and calculator in a bright living room setting.

How to Adjust Your Budget Following a Divorce

Learn essential steps to rebuild your financial foundation post-divorce with a practical budgeting guide for your new reality.
budgeting after divorce, post-divorce finances, financial planning after divorce, adjusting budget divorce, rebuilding credit divorce, emergency fund divorce, post-divorce savings, prioritize expenses divorce, financial security divorce, cost reduction divorce, credit repair divorce, new financial plan divorce, personal finance divorce, alimony budget planning, child support budget, rebuild finances after divorce, financial stability post-divorce, financial goals divorce, adjusting expenses divorce, saving money after divorce…

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A mother and father smiling at their child who has Down syndrome.

Building a Financial Road Map for a Child With Special Needs

If you have a child with a disability, taking smart steps now can secure their financial future.
Financial planning, financial support, financial security, special needs trust, ABLE account, Letter of Intent, life insurance, special needs child, children with disabilities…

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