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Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Elderly woman in a wheelchair smiling with a caretaker

You Are Not A Burden: Plan for Long Term Care

Elder Care Insurance

Learn how to plan for long-term care with LTC insurance, hybrid policies, self-insuring,.... Read more
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Missing Your 401(k) Match? Check Your Statement Today

Investment Retirement

Don't leave free money on the table! Learn the most common matching formulas,.... Read more
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How Do I Take Distributions in Retirement

Retirement

If you're among the millions preparing to leave the workforce, you've likely spent.... Read more
Elderly woman with her daughter sitting outside

When Should Adult Children Step In And Help Their Parents?

Elder Care Financial Plan Retirement

When Betty drove through a flower shop window at 79, her children knew.... Read more
Picture of a desk with stacks of paper files new plants growing out of coins

Spring Clean Your Finances

Estate Planning Financial Plan Spending

Spring is the perfect time for financial cleaning. Discover a practical checklist to.... Read more
Beach scene with a sign that says retirement

How to Lower Medicare Premiums in Retirement

Financial Plan Retirement Social Security

Retiring soon? You could be overpaying thousands on your Medicare premiums without even.... Read more
Women at Hurlow book club

Lessons from “The New Retirementality” by Mitch Anthony

Book Club Financial Plan Women & Money

Read insights discussed from "The New Retirementality" by Mitch Anthony during the Winter.... Read more
A boy smiles at his father as they fish at a body of water.

Why the Midwest Is America’s Best-Kept Wealth-Building Secret

Family Finances Financial Plan

Once considered flyover states, millionaires now seek to relocate to the Midwest for.... Read more
An open bank vault with a large pile of $100 bills pouring out.

How Well Do You Manage Wealth? Take the Millionaire Decision Quiz

Estate Planning Family Finances Financial Plan Inheritance Investment

As a millionaire, your financial decisions carry greater complexity and consequence than those.... Read more
Picture of an old phone hanging on the wall

Vintage Wall Phone: A Timeless Classic (Buyer Beware)

Spending

What does a $14 eBay purchase have in common with a regretful timeshare.... Read more
Roth IRA vs Traditional IRA written on paper

Is a Roth Conversion Right for You?

Taxes

A Roth conversion can be a valuable strategy to optimize your retirement nest.... Read more
The word HOBBY is displayed with images of expensive pursuits

The Most Expensive Hobbies in the World

Financial Plan Life Coaching

The world of hobbies offers a vast array of options, from the affordable.... Read more