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I try to inform and entertain about the ups and downs of what we do to help our senior clients in these blog postings. Unfortunately, this week, I need to share one of those down moments… In a recent post, I kind of shared a rough experience I was going through with a client. In […]
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I stumbled upon an awesome article that I wanted to share with you. William Power from The Wall Street Journal wrote an article entitled, “The Difficult, Delicate Untangling of Our Parents’ Financial Lives” that outlines the difficulty in trying to step in and help help aging parents with their daily life and money matters. I […]
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OH NO! Oh, yes… The dreaded Tax Day is just around the corner… One good piece of news this year is that you get a few extra days to file: tax returns are due April 18 this year! It’s all due to Washington, DC having a holiday (Emancipation Day) that falls on April 15. Click […]
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