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Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Facing the Complexities of Medicare

Medicare is a complex insurance program that beneficiaries and professionals may find difficult to manage. This Medicare guide provides an overview of essential Medicare basics and actions you may take to ensure you receive the benefits to which you are entitled.

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Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Helping Aging Relatives Get the Care They Need at Home

Most of us will encounter older relatives and family members who require more care at some point in their lives. Taking the necessary actions as soon as possible to protect their financial condition and locate relevant health and domestic services may allow them to stay home and get adequate care.

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Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Caregiving Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

How to Help a Loved One With Alzheimer’s Disease

In 2023, an estimated 6.7 million Americans currently live with Alzheimer’s disease, with that number expected to nearly triple by 2060. Learn about the illness's symptoms, what to do if someone you care about has it, and what to expect as the disease proceeds through its natural stages. 

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

A Checklist to Consider: What You Need Your Survivors to Know

A thoughtfully developed estate plan is one of the best benefactions that you can offer your loved ones. Making sure that your survivors have a plan that specifies where your essential documents are maintained will also make it simpler for them to carry out your desires.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

A Checklist: What to Do When a Relative Passes Away

Because it is such an emotional moment when a loved one passes away, the things that need to be handled by the survivors may be highly burdensome. This checklist is meant to serve as a reminder of some of the items that need to be handled before and after the event.

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Retirement Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Retirement Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Choosing Beneficiaries for Your Retirement Accounts

As part of your retirement planning process, properly designating beneficiaries can help you contribute to your heirs' financial well-being by offering them additional alternatives for how they get the money and when those retirement assets are taxed.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Considerations For Your Home As Part of Your Estate

Your home presents some delicate estate planning issues that assets such as stocks or mutual funds do not. Here are some possible options for dealing with your home that you should discuss with your tax, legal, and financial advisors or investment professionals.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Minimize Taxes With Estate Planning and Gifting

A thorough estate plan that incorporates gifting may help guarantee your wealth is distributed according to your preferences while also assisting you in managing your estate's tax liability. The regulations governing estate tax and gifts are complex, and this guide touches on a few topics to consider.

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Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Stocks Diverge, Yields Rise, and Artificial Intelligence Theme Gains Traction

One of the factors contributing to Technology’s strong 2023 return is excitement around artificial intelligence, or AI. AI, which refers to the ability of a digital computer or a machine to perform tasks commonly associated with human intelligence, is being hailed as the next big technological advance.

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Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Estate Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Family Wealth Management: Tips for a Successful Transition Between Generations

Passing on wealth entails more than just transferring financial assets to future generations. It is also about passing on what you value and protecting your children's connections with one another. Here are some actions you can take to prevent common and costly mistakes while boosting the possibility that your estate will properly transfer and survive for another generation.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Nine Steps to Raising Money-Smart Kids

Taking children through real-life transactions can help them learn the value of money and the need to manage their finances properly. Encourage youngsters to earn money in addition to their allowances and to learn about prices.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Organizing Your Financial Records

Keeping financial records in order helps alleviate much of the stress of living in an increasingly complex society. We all play several roles as children, parents, spouses, partners, investors, citizens, and employers, each with its own trail of paper. This information will assist you in organizing your records

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Reducing Debt Takes Commitment and Patience

Debt is something that no one wants, yet nearly everyone has it. It is simple to enter and difficult to exit. The good news is that there are actions you can take to manage and overcome your debt, regardless of its source or quantity.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

401(k) Retirement Plan Choices for Job Changes

There are many different reasons for changing jobs. Whatever the reason for the change in employment, this circumstance offers the ideal chance to review your long-term financial strategy. You will need to decide how to use the money you have accumulated in your retirement 401(k) plan.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Job Search Tips for Recent Grads 

If you are a recent college graduate, you may be unemployed initially, but that does not mean you do not have a job. Seeking work nowadays might be a full-time job. Thankfully, there are actions that every graduate can take to improve their prospects of obtaining meaningful employment.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Creating a Household Budget 

According to statistics, money is the most common source of household stress. That being said, many people need a mechanism to track where their money goes after it enters the house. Keeping track of spending is critical to developing a family budget, so you can understand your patterns and spend more sensibly.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Merging Finances After Marriage

If you have recently married, then consider reviewing this to-do list when collaborating with your financial adviser on integrating funds and planning for the future.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Managing a Job Layoff

A layoff is a challenging experience that leaves many people anxious about their next steps. With your financial advisor, you may begin to assess your circumstances, address your goals systematically, and try to weather this setback without completely reorganizing your finances.

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Investor Education Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Investor Education Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Navigating the U.S. Debt Ceiling

The U.S. debt ceiling is back in the news. If the debt limit is not eventually raised or suspended, the U.S. Treasury would likely face a funding crisis that could impact a range of federal spending commitments. Though this scenario is unlikely, there are potential consequences to think through.

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