When it comes to money, you need to be clear about what you want. Comparing yourself to others might not help because everyone's financial situation is different. It's like trying to fit into someone else's shoes—they might not be the right size for you.
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Estate planning typically involves the creation of various legal documents such as wills, powers of attorney, and trusts.
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There's a lot of talk about potential Medicare changes lately. From lowering the eligibility age to 60 or 62, to discussing Medicare for All, healthcare coverage is evolving.
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In estate planning and financial management, 'how you own' pertains to the legal arrangements and titles associated with assets like bank accounts and properties.
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Estate planning is about staying in control of your assets while you're alive, making sure you and your loved ones are taken care of if something happens to you, and deciding who gets what when you're gone.
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Did you know Medicare isn't just for retirees? Whether you're turning 65 or facing disabilities, this federal health insurance program has you covered. With hospital and medical services, it's a vital safety net.
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Ever thought about estate planning for your kids? It's more than money—it's about securing their future. Parents, after experiencing it, realize its complexity and emotional weight.
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Picture this: you've chosen a patient advocate or power of attorney, someone you trust implicitly - perhaps a spouse, child, or parent. Most of the time, you're perfectly capable of making decisions for yourself, no questions asked.
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Take the stress out of estate planning by preparing in advance.
Whether it's choosing between a will or a trust, or considering backup beneficiaries, thoughtful planning can make life easier for your loved ones.
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🌟Thinking about estate planning?
The estate planning process begins with gathering essential client information, including marital status, family structure, and a thorough inventory of assets along with their ownership arrangements.
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Curious about Medicare? Here's what you need to know:
Every time you see 'Medicare' on your paycheck, you're not just paying taxes – you're investing in your future health coverage!
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HSAs offer tax advantages with deductions on contributions, tax-free growth, and investment options for healthcare savings, best for those with low immediate medical expenses and high deductible plans.
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Psychology of Money and Behavioral Finance
'You have to know the psychology of people to understand what they like, what they don't like, and what their risk tolerance is.'(1)
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Ready to untangle the complexities of Medicare and make informed decisions about healthcare coverage? Join an exclusive discussion featuring Medicare expert, David Deaton!
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wix.to/PYS3FSo
In this #podcast , Jon and Trevor discuss employee benefits. As a #resident , will you accept a low paycheck with benefits vs a high paycheck but no benefits? Listen and decide.
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One way to make passive income is through REAL ESTATE INVESTING. Let's hear from someone who's been doing this for over 15 years, so let's welcome Dave Hall with Jon. Check out the link:
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wix.to/bk21B3h
Jon talks about what happened to Silicon Valley Bank and the ripples it created in the financial industry. As a #resident , should you buy a house? Let's hear more from Jon.
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Did you know that a Health Savings Account (HSA) is among the most advantageous tax deductions you can take advantage of?
Tune in now to the latest podcast for more valuable tax tips.
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Breaking News! Trevor's Solo Private Practice has officially materialized! Let's listen as he shares his journey from a vision to a thriving reality - his goals, financial investments, and realizations.
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Psychology of Money and Behavioral Finance
'I mean, there's a lot of different factors to kind of take into consideration.' (2)
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Watch the whole video here:
youtube.com/watch?v=-z0QVW…