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Life Events

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    Planning the Future of Your Treasured Collections

    Whether you've spent years building a collection of art, cars, books, or memorabilia, proper estate planning ensures your treasures find the right home. Discover how to protect both the financial and sentimental value of your collection for future generations.

    November 13, 2024
  • Life Events

    Strategies for Decluttering Your Space and Preserving What Matters

    The retirement landscape is evolving, with one in three workers aged 50 and older either transitioning gradually into retirement or planning to do so. From financial considerations to lifestyle preferences, discover why Boomers and Gen X are choosing a different path to retirement than previous generations

    November 13, 2024
  • Life Events

    Smart Steps Forward After Career Transition

    Facing a career transition can be challenging, but with proper financial planning and professional guidance, you can maintain stability and find new opportunities. Learn key strategies for protecting your assets and building a strong financial foundation during job transitions.

    November 13, 2024
  • Life Events

    Make Your Files Findable to Your Heirs

    Estate planning is a crucial step in securing your legacy and providing for your loved ones. This comprehensive guide walks you through the essential documents, key considerations, and steps to create an effective estate plan. Learn how to organize your affairs and ensure your wishes are respected for years to come.

    October 28, 2024
  • Life Events

    Understanding Non-Occupant Co-Borrowers: A Gateway to Homeownership for First-Time Buyers

    Discover how non-occupant co-borrowers can boost the home buying potential for first-time buyers by improving loan eligibility through shared financial responsibilities.

    May 31, 2024
  • Life Events

    Adults Face Confusion and Worry About Long-Term Care Options

    A KFF survey reveals significant anxiety among adults about managing long-term care, with a large majority unsure about funding and government support. This underscores the urgent need for enhanced education and family discussion on long-term care planning.

    May 31, 2024
  • Life Events

    Do Modern-Day Starter Homes Really Exist?

    Starter homes, historically the first step into homeownership, are undergoing significant changes. Join us for a quick listen/read on the evolution of starter homes.

    May 16, 2024
  • Life Events

    Navigating Your Future: A Guide to Long-Term Care Planning

    Planning for golden years involves considering long-term care needs and costs, exploring insurance and funding options, and proactive financial preparation to ensure a comfortable and secure future.

    May 16, 2024

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  • Planning the Future of Your Treasured Collections
    Categories: Life Events
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    Categories: Trends
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