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Millennial-Financial-Planning

Uncertainty Among Millennials About Social Security

When the federal government established its social insurance program on August 14, 1935, its purpose was to provide retirement, disability, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increase in population,…

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Grieving Spouse

Estate Planning After Losing a Spouse

Following the loss of a spouse or long-time partner, it is difficult to consider more than just your grief. However, it is crucial to understand there are important and timely decisions you need to make regarding your finances and personal…

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