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10 Common Estate Planning Mistakes (and How to Avoid Them)

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

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Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019

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Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019

Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!

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Debra Taylor Presented Keynote Address for Thrivent Financial on November 4, 2019

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Debra Taylor Presented Keynote Address for Thrivent Financial on November 4, 2019

Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors

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4 Ways To Improve Your Estate Plan

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4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Check Out Debbie Taylor Featured on Yahoo! Finance on September 23, 2019

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Check Out Debbie Taylor Featured on Yahoo! Finance on September 23, 2019

Shel Silverstein’s iconic 1964 picture book The Giving Tree: Terrific as an allegorical story, but terrible as retirement advice. (For those who aren’t familiar, the tree gives and gives to the boy until it’s just a stump.)

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Check out Debbie Quoted on Money.com Giving Tips on Cutting the Expense of Adult Children on September 23, 2019

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Check out Debbie Quoted on Money.com Giving Tips on Cutting the Expense of Adult Children on September 23, 2019

Shel Silverstein’s iconic 1964 picture book The Giving Tree: Terrific as an allegorical story, but terrible as retirement advice. (For those who aren’t familiar, the tree gives and gives to the boy until it’s just a stump.)

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Breaking Down The Basics Of HSAs

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Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Busting Three Half-Truths About Reverse Mortgages

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Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.

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Breaking Down The Complex World Of Social Security Spousal Benefits

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Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees.

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