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Will Inflation Have an Impact on My Retirement?

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.
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Why Do I Need Life Insurance?

Life insurance is designed to protect your loved ones’ financial security if you pass away.
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Remember Medicare’s Important Deadlines

Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.
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What Does a Funeral Cost These Days?

The kind of burial you choose can have a massive impact on yourfuneral costs.
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Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.
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What Is Ambiguous Loss Concerning Dementia Patients?

Your loved one is there but not there. They may be sitting right next to you, holding your hand, looking into your eyes, but they really aren’t there in quite the same way.
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Are Testamentary Trusts a Good Idea?

A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
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Why Is Medicare Enrollment Confusing?

This report confirms that most older adults find Medicare enrollment confusing and lack adequate resources or support to choose the best plan.
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What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
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What are the Responsibilities of a Personal Representative?

The relationship is a trustee relationship. In other words, the executor is responsible for properly processing the property for all involved. Administrators do much the same, except that the ‘will’ conditions for distribution are set by the state.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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