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How to Navigate the Downsizing Process as a Senior

By |2020-01-15T12:55:49-05:00January 13th, 2020|Community Page|

  Despite the fond memories of your house, you might face the difficult decision to relocate to a smaller home. Downsizing may be the right decision, albeit a daunting one. If you feel overwhelmed with the number of choices you’ll need to make, here’s a breakdown to ease the transition so you can get back [...]

Essential Financial Planning Steps for Senior Veterans 

By |2019-10-24T10:53:02-05:00October 23rd, 2019|Community Page|

As a veteran, you know it takes a special set of qualities to serve in the military. As a senior veteran, you may also know that it takes some unique financial planning steps to deal with the unique challenges you face in your life every day. Financial planning for aging veterans can look a bit [...]

How Young Adults Can Stay Financially Secure

By |2019-10-24T10:55:55-05:00September 19th, 2019|Community Page|

When you’re young and just starting life on your own, you’ve already got a good amount of education under your belt. What many young people don’t have is experience with managing money. The ultimate goal is to protect your money now so that you stay financially secure for the future. But how do you [...]

Changing the plan will require you to set up the sectors again