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Posts Tagged ‘Financial Planning’

Five Financial Tips for New Parents

By | December 22, 2023 | 0
A parent holds a baby.

It costs about $300,000 to raise a newborn until age 18. Here are five financial tips for new parents.

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Four Financial Tips for First-Time Homebuyers

By | December 13, 2023 | 0
A hand holding keys to a house.

Here are the top four financial mistakes first-time homebuyers make, and a few tips on how to avoid them.

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Age-Old Questions | Estate Planning Tips

By | September 29, 2023 | 0
Estate planning photo illustration.

Jamie Bosse, a certified financial planner, walks you through some key tips and shares resources to ensure your estate planning will support your needs.

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Age-Old Questions | Unlocking Social Security Benefits

By | September 22, 2023 | 0
Two hands holding a Social Security card.

Jamie Bosse, a certified wealth manager and member of Kansas City’s Financial Planning Association, reveals key insights for accessing Social Security benefits.

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Age-Old Questions | Planning for Long-Term Care

By | September 15, 2023 | 0
An older adult and a younger person holding hands as they consider long-term care options.

About 70% of Americans aged 65 and older will need long-term care at some point. Here are some financial planning tips to help ensure a good quality of life.

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