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Archive: September 2024

Helping Your Elderly Parents Manage Their Money
Helping Your Elderly Parents Manage Their Money

  Helping Your Elderly Parents Manage Their Money As our parents age, there may become a time when managing their money becomes a difficult task for them. If you’re the designated helper when it comes to their money, here are ten tips on how you can help ensure they remain secure and comfortable. #1 OPEN COMMUNICATION Starting...

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How to Create a Financial Wellness Checklist
How to Create a Financial Wellness Checklist

  How to Create a Financial Wellness Checklist If you’re in a place where you aren’t happy with your current finances, making a financial checklist might be a good next step to get out of your money slump. Struggling financially can lead to anxiety, stress, and overall health issues (mental, emotional, and sometimes even...

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The Rise of Fraud and AI: How to Protect Yourself & Your Money
The Rise of Fraud and AI: How to Protect Yourself & Your Money

  The Rise of Fraud and AI: How to Protect Yourself & Your Money Technology is evolving as fast as you can blink your eye. One of the most significant challenges we face with this fast-paced evolution of technology is extremely sophisticated and highly believable fraud schemes, many of which are powered by advancements in artificial intelligence...

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