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5 Ways to Combat Bag Lady Syndrome

5 Ways to Combat Bag Lady Syndrome

by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving

According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
Worried About Outliving Your Money? The Pros and Cons of a QLAC

Worried About Outliving Your Money? The Pros and Cons of a QLAC

by Kay Dee Cole | Nov 1, 2016 | Estate Planning, News, Protecting Your Assets & Credit, Retirement, Tips for Saving

Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. According to a 2013 Stanford Study on Longevity, there is now a 50% chance that a 65 year old man will live...
Recognizing and Preventing Financial Elderly Abuse

Recognizing and Preventing Financial Elderly Abuse

by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized

The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
Estate Planning and Legal Documents: When DIY Could Be a Bad Thing

Estate Planning and Legal Documents: When DIY Could Be a Bad Thing

by Kay Dee Cole | Jun 30, 2016 | Estate Planning

Legal documents like wills, trusts, powers of attorney, prenuptial or divorce settlements are complicated. Often, both money and family relationships are at stake. At the same time, preparing financial planning and legal documents can be costly. You have to hire...
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