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Publications, Insights, & News

As Biden Secures the Presidency...

Joseph R. Biden, Jr. will unseat current President Donald J. Trump in January, making him the 46th President of the United States. With a record-breaking voter turnout and a stressful week awaiting election results, most Americans are now turning their focus to what changes new leadership may bring. One area to review in light of Biden's victory is your estate plan, and specifically estate tax changes that could affect your family soon...

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A Silver Lining This Holiday Season

It’s already November, and that means that the holiday season is officially upon us. Right about now we’re usually gearing up to gather with loved ones, shop for gifts and travel to see family - making it a cheerful, but expensive, time of year...

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18 Bingeable Series to Watch This Fall

At the start of the COVID-19 pandemic, we certainly didn’t expect to still be social distancing in the fall. But as summer has come to a close, millions of people around the world are continuing to spend more time inside. If your family's sticking close to home this season, here are some of 2020’s most bingeable series to stream...

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Scammer Are Getting Smarter in 2020

Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people on the other line.1 Scamming has been exacerbated even further by the pandemic, with scammers taking advantage of citizens in an already anxiety-inducing climate. Be aware of these five red flags when getting on the phone, checking your email or using social media. This can help you avoid even getting trapped in a conversation with a scammer in the first place...

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How To Select The Right Adult Day Care Provider For Your Aging Parents

According to the National Center for Health Statistics, around 4,600 adult day care centers in the United States serve more than 286,000 participants. It’s hard to think about your parents growing older and losing their independence, but often it’s just a fact of life. The good news is, there are ways to provide them with the care they need while taking some of the burdens of caregiving off of your shoulders. Adult day care may be the answer, but how do you know what is right for you and your family?

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