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The Lifeguard Wealth Blog

Publications, Insights & News




Have You Looked at Your Social Security Benefits Lately?  Thumbnail

Have You Looked at Your Social Security Benefits Lately?

Online Social Security statements already served as handy tools. But the changes that the Social Security Administration (SSA) rolled out recently will help even more. If you have not reviewed your SSA account online, you should. Make it a practice to review it annually. That opportunity is even larger with the enhanced statements they provide now. The enhanced statements visually show the effects of starting benefits between age 62 and 70.

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Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Thumbnail

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning

A will distributes a majority of your property, but often leaves out smaller belongings - leaving loved ones to organize what is left. This is where a letter of intent can be of significant value. Though it is not a legally binding document, a letter of intent can provide structure and emotional support to loved ones.

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Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021 Thumbnail

Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021

An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse. It's estimated that seniors collectively lose up to $30 billion a year to elder financial abuse. This abuse can come from total strangers, or even friends and family members. Here are seven ways to spot financial abuse and six ways to protect your parents and their financial futures.

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