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Who Do You Trust to Make Your Financial Decisions?

Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What char… Read More
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How to Discuss Finances and Estate Planning with Aging Parents

The conversation may be difficult, but it is essential that as your parents age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic condi… Read More
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