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Financial Fraud Fake Tech Repair

How to Protect Yourself from Online Fraud

Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.
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Older Couple taking a selfie, while living with Dementia.

How Many Americans Live with Dementia?

About one in 10 U.S. adults over 65 has dementia and even more have mild cognitive impairment, updated national estimates suggested.
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Large family must consider tax implications of inherited IRAs under the SECURE Act.

Common Questions Concerning SECURE Act 2.0

The speakers touched on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, including the provision that a designated beneficiary must distribute ...
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Disability Planning

How Do Special Needs Trusts Work?

Protect your adult children with disabilities using a special needs trust.
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Young Man with Down Syndrome - World Down Syndrome Day is 21 March.

Celebrate World Down Syndrome Day

Families all over the world celebrate World Down Syndrome Day on the 21st day of March each year. This date was chosen to represent the ...
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Large, multigenerational family needs comprehensive estate planning, not just a will.

Is There More to Estate Planning Than Writing My Will?

One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will ...
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