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2 Result(s) in the “Long Term Care” Category

Jan. 14, 2022

Healthcare, Long Term Care

If you’re approaching retirement, you’re probably aware that there’s a good chance you’ll someday need long-term care. The U.S. Department of…

Aug. 6, 2021

Financial Planning, Long Term Care

New research from Boston College’s Center for Retirement Research shows that not all retirees will require long-term care — especially those who are…

Jan. 14, 2022

If you’re approaching retirement, you’re probably aware that there’s a good chance you’ll someday need long-term care. The U.S. Department of…

With three major pieces of tax legislation passed within the last three years - and more pending - we have…

Jan. 14, 2022

To kick off 2022, I’ve compiled a list of the major dates if you’re nearing or in retirement this year.  …

Jan. 7, 2022

You may be making resolutions related to your finances, so Danielle Todesco sat down with Oakmont Advisory Group's David Hicks…

Jan. 7, 2022

It’s not unusual to forget or overlook your Required Minimum Distribution obligation. Perhaps you are a beneficiary of a tax-deferred account and…

Jan. 7, 2022

You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…

Dec. 22, 2021

December is a great time to conduct a review of your finances and set goals for next year. You also…

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