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December 2020 Newsletter
Americans gave almost $450 billion to charity in 2019, an increase of 4.2% over the previous year…
November 2020 Newsletter
The coronavirus pandemic has forced consumers to change many habits, including how they shop. This is particularly true for baby boomers (ages 56 to 74).
October 2020 Newsletter
Sandwich Generation Caregivers Face Many Challenges The day-to-day demands of supporting multiple generations can take a financial, emotional, and physical toll on sandwiched caregivers. Is It Time to Think About Tax-Free Income? At some point...
September 2020 Newsletter
It’s great to know you can get your money back if you outlive the term of your life insurance coverage, but there is a cost for that benefit.
July 2020 Newsletter
Travel restrictions and lockdowns due to COVID-19 have severely disrupted the flow of foreign tourists in 2020.
June 2020 Newsletter
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.
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