Lottery Winners Next Steps
For many winning the lottery is a dream come true. The sudden influx of wealth can be life-changing, offering opportunities for financial independence and security.
April 25, 2024
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Personal Financial Planning & Health Reimbursement Arrangements
Health care costs pose a significant burden for individuals and families in the personal financial planning process. One solution for managing health care costs in
April 24, 2024
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Employer-Provided Childcare Tax Credit
At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents.
April 19, 2024
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What to Do If Your Dog Bites Someone: Navigating Homeowners Insurance Coverage
In recent years, as a result of the COVID pandemic, more and more personal financial planning clients have added a canine to their household. Dog
April 18, 2024
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Challenges with Medicare Part C: Understanding Your Options
I have been providing personal financial planning advice just shy of 40 years, and as a result I am a frequent speaker at financial planning
April 11, 2024
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Navigating Social Security Rules for Married Retirees: Key Considerations and Strategies
Social Security benefits serve as a crucial source of income for millions of Americans, providing financial stability during retirement. For married couples, navigating the intricacies
April 10, 2024
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