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When you have a family member that has an extended health issue and disability the Government rules can cause them to lose benefits when they work full time. They end up with limited resources and financially insecurity. There are about 50 million Americans with disabilities. How does a family provide assistance to a disabled family member without causing them to lose benefits because too much is in their bank account? A recent movement is some States are approving ABLE legislation. Click on the link to learn more about these accounts if it applies to your situation. http://www.fa-mag.com/news/these-government-rules-trap-millions-of-americans-in-poverty-28289.html?section=197…

As life transitions occur additional education and guidance is sought. Retirement from full time employment is one of those transitions that most of us go through. We normally have recommended "The New Retirementality" by Mitch Anthony as one such resource. Another book for other transitions like mid-life crises or selling a business is "Half Time" by Bob Buford.…

Do you have your checklist ready for your next vacation? Planning ahead and making a list helps make such trips more enjoyable. Do you have a plan and checklist for the next transition in your life. …

Sometimes it's not easy to determine if an e-mail that has arrived in your inbox is SPAM (Phishing/Spoof) or not. Spammers are very good at disguising their e-mails to look legit. I am hoping to provide you with some tips that could help you make your decision.…

This morning we awoke to the news that Britain voted to depart the European Union. This is an important change that will alter economies worldwide and for which there is very little precedent (Greenland departed in 1982). …

This link shares the results from a recent survey that 47% of Americans don't have immediate access to $400 without borrowing or selling something. This study then dug deeper and found 40% can't raise $2,000 within 30 days. This PBS interview discusses the author's challenges with maintaining a cash reserve.…

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Student loan debt in the United States has now ballooned to $1.2 trillion, second only to mortgage debt. Most of that debt was issued by the federal government. …

ECONOMIC SECURITY Presented by Calvin Community and The Comparison Project at Drake University, Olmsted Center, Sussman Theater …

April 7th was Check your Social Security Statement Day. One year reported incorrectly on your Social Security will impact your benefits. Every year you need to verify that your records are correct. …