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7 Red Flags in “Free” Financial Plans
Image Source: 123rf.com A free financial plan sounds like a no-brainer—until you discover the strings attached. Many firms use “free”…
9 Fiduciary Promises to Verify Before You Sign
Image Source: 123rf.com “Fiduciary” should mean your interests come first—every time, in every account, with every recommendation. But titles, marketing,…
Is Your Advisor’s Tech Stack Sharing Your Data?
Image Source: 123rf.com Your advisor probably uses a dozen apps behind the scenes to plan, trade, report, and message. That…
Is Helping Adult Kids Ruining Your Own Security?
Image Source: 123rf.com Many parents never stop feeling responsible for their children, even after they’re grown. When adult kids face…
8 Boundary Lines That Keep Family Loans From Going Bad
Image Source: 123rf.com Lending money to relatives seems like the loving thing to do, but it often leads to broken…
9 Paperwork Items to Gather Before Anything Else
Image Source: 123rf.com When a major life event happens—like the loss of a spouse, a medical crisis, or retirement—the paperwork…
Medicare’s Mental Health Expansion Sounds Great—Until You See Who’s Still Left Out
Image Source: 123rf.com In recent years, Medicare has expanded mental health benefits, promising seniors better access to care. The updates…
8 Executor-Proof Steps That Make Settling an Estate Easier
Image Source: 123rf.com Serving as an executor is one of the toughest responsibilities a family member can face. It requires…
7 Survivor-Benefit Timelines That Change the Math
Image Source: 123rf.com Social Security survivor benefits are often misunderstood. Retirees know they exist but don’t realize how timing affects…
6 Jobs That Exist Solely Because People Don’t Read the Fine Print
Image Source: 123rf.com We’ve all skimmed past terms and conditions or rushed through contracts without looking closely. But buried inside…
