Cindy Hartman
Found in: Insurance, Personal Property
Most people know it's essential to have a home inventory to prove ownership of property after a tornado, fire, hurricane, burglary, etc. But there are many other situations where having this information would prevent devastating results.
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Cindy Hartman
Found in: Insurance, Personal Property
Insurance policies can be as difficult to read as any other legal document, resulting in a high proportion of policyholders not understanding what their policies actually cover. Here are some of the most common misconceptions.
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Suzanne Wolfson, MBA, CFP
Found in: Financial Planning
When planning to retire, it helps to understand that retirement is divided into distinct phases, each having changing issues, demands, and expectations on the part of retirees and their families. Professional guidance can help with all the transitions.
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Suzanne Wolfson, MBA, CFP
Found in: Financial Planning
Difficult as it may be, seniors may have to defend their rights, shield themselves, or ask for help in the protection of their objectives and needs. Having outside experts representing them can be very beneficial and well worth the cost and time.
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Editorial Staff
Found in: Estate Planning, Personal Property
Making an inventory of assets is a crucial step in estate planning. Learn how to list and organize your financial and physical assets to ensure a smooth transition for your heirs. Follow these simple steps to create an inventory and safeguard your legacy.
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