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The Advisor Blog

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Elder mother and daughter walking together, talking; concept of generations; concept of caring for elder parents.
Navigating Financial Conversations with Aging Parents

Having a conversation with your parents about their finances can seem like a daunting task.

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Avoiding Probate with a TOD Deed and TOD Account

If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust.

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Community Team Spirit And Cohesion
Nonprofit Boards: New Challenges and Responsibilities

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser.

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Time for a Financial Cleanup: Organizing Your Financial Records

An integral part of managing your personal finances involves properly maintaining your financial records.

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Saving Social Security: Which Solutions Do Americans Support?

According to the 2025 Trustees Report estimates, Social Security will only have sufficient funds to pay full benefits until 2033.

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