Thanksgiving Reflections
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Thanksgiving Reflections: Embracing Gratitude and End of Life Planning

End-of-life planning is a gift to yourself, offering you comfort and peace in your final days, and a gift to your family as they prepare for life without you. Learn 3 areas to consider when building your personal plan.

Joint Accounts with Adult Children is Risky
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Why Joint Accounts with Adult Children is Risky Business

Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.

Evaluating caregivers for your older adult
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Caregiver Oversight – Ensuring the Best Care for Your Older Adult

Discover the 3 tips that will set your mind at ease about whether your older adult is receiving the safe, compassionate in-home care they deserve. These tips also are just as relevant for a care facility. They send the message you are aware and engaged in your older adult’s care.

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