Insights

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How to Avoid Becoming a Victim of Financial Abuse

December 23, 2024 | Audrey Wehr Jones, CFP®

It is scary out there. New tactics for defrauding investors seem to emerge daily, with the ‘elder’ population – those over age 60 – being the greatest targets.
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Managing Finances After the Loss of a Loved One

November 28, 2024 | Audrey Wehr Jones, CFP®

The death of your spouse/partner/significant other impacts every aspect of your life; it can be completely overwhelming. You should not try to ‘go it alone’.
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A Prescription for Financial Wellness

October 31, 2024 | Audrey Wehr Jones, CFP®

The medical industry recommends an annual checkup to ensure your mind and body remain in optimal condition. Shouldn’t you schedule a similar checkup for your finances?
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Five Big Financial Mistakes Older Singles Make

September 30, 2024 | Audrey Wehr Jones, CFP®

When you’re single, you don’t have to worry about caring for a partner if they become ill, but you do need to make sure there are very clear plans in place...
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Winding Through the Maze of Pension Options

August 23, 2024 | Audrey Wehr Jones, CFP®

There was a time when company employees would receive a gold watch upon retirement, as well as a pension check each month for the rest of their lives.
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