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1
Divorcee Social Security Benefits
2
Before, During and After a Disaster
3
Prepping your money for year-end (Yep, it’s almost here).
4
Keeping Your Portfolio “Balanced”
5
The Softer Side of Estate Planning

Divorcee Social Security Benefits

The below article is an excerpt from my new book Social Security for the Suddenly Single. This focused book is all about divorcee Social Security retirement and survivor benefits, and it’s available on Amazon. The book was written to address the lack of information about divorcee Social Security. You’ll find everything you need to know about divorcee Social Security retirement and survivor benefits within.

Divorcee Benefits Matrix

Below you will find a matrix that describes the various divorcee Social Security benefits you may have available to you.

To use this matrix, start at 1, choosing your birth …

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Before, During and After a Disaster

I am not a disaster expert. However, as a financial planner I do know something about protecting your assets and what to look for in insurance coverage. So the focus of this ezine will be on how to prepare for and how to recover from a natural disaster. I’m also including some resource links and suggestions for those recovering from the recent fires.

Recovery
Immediate – While those affected by recent fires are now beyond the initial steps I will repeat them: getting to safety; communicating your safety to friends and family; securing lodging, transportation and cash. Some fire victims …

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Prepping your money for year-end (Yep, it’s almost here).

With only a few weeks left in 2017, it’ll soon be time to hang stockings, light Menorahs, and figure out your resolutions for New Year’s Eve. However, if you want […]

The post Prepping your money for year-end (Yep, it’s almost here). appeared first on Thinking Beyond Numbers.…

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Keeping Your Portfolio “Balanced”

A 60-second read by Victor Cannillo:  If your goal is to invest over the long-term, totally avoiding a sector solely on the basis that it has recently performed well would not be prudent.  Long-term investors should identify a globally-diversified strategy, spread across many sectors, that is risk appropriate and helps them achieve their goals.   At … Continue reading Keeping Your Portfolio “Balanced” Read More

The Softer Side of Estate Planning

We’ve said before that estate planning is not just for those with great wealth. it is for anyone who will leave loved ones behind and who has an interest in having a say in how the resources they leave behind are used. Estate planning is more than just numbers. It sets guidelines for care of dependents and distribution of assets.

While a Fee-Only financial planner can help you figure out how to reach financial goals that include leaving resources to help care for yourself and others, it helps if you know your personal stance on a number of issues. Some …

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