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It’s Almost Open Season: Why You Should Expect Health Care Premiums To Increase In 2022

We’re coming up on open enrollment season at most workplaces, which means you’ll soon have the opportunity to work with your employer to update your health care coverage choices for 2022. (Not to be confused with Open Enrollment for Medicare participants, which takes place October 15 through December 7. We’ll talk about Medicare Open Enrollment […]

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October Is Breast Cancer Awareness Month

So many of our families and friends have been touched by breast cancer. In recognition of Breast Cancer Awareness Month, make sure you sign up for your annual breast cancer screening. Early detection can save lives! And please support cancer research, diagnosis, and treatment.   

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4 Facts To Understand So You Don’t Outlive Your Savings

Retirement today is a whole new ballgame, and it might run a few extra innings. That may not be the best sports analogy, but it’s one of the main takeaways from an online conversation sponsored by Barron’s with gerontologist and aging expert Ken Dychtwald, CEO and founder of Age Wave. Dychtwald is a prolific writer and […]

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Start Planning Now For Long-Term Care Needs

More than two-thirds of 65-year-olds will need some type of long-term care in their lifetime, and that care can be extremely costly, writes Rivan Stinson for Kiplinger Personal Finance magazine. Rivan recently interviewed Mari for her in-depth expose on planning for long-term care costs.  The first challenge is knowing whether you should buy long-term care […]

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Mari Shares Money Tips With Claremont McKenna College Students

Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]

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Quote Of The Week: Thinking About Long Term Care Needs

Have you thought about your future long-term care needs? Roughly half of all Americans age 65 and older will need some kind of long-term care services. “As you plan for retirement, one of your primary goals should be ensuring that you’ll have sufficient assets to live comfortably for several more decades. If you or a […]

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4 Ways Women Can Stop COVID From Sidetracking Their Health, Wellness And Financial Plan

As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]

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3 Steps You Can Take For World Alzheimer’s Day

Monday, September 21 is World Alzheimer’s Day. If you’ve had friends or family members who have suffered from Alzheimer’s disease, that makes it a very meaningful day of the year. More than 5 million Americans are living with Alzheimer’s disease, according to the Alzheimer’s Association. Almost two-thirds of those affected are women. It is the […]

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On The Road Again: 3 Things To Know About RV’ing And The Pandemic

Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]

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It’s Not Your Imagination. Pandemic Work Days ARE Getting Longer

Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]

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