Life histories, ethical wills and video recordings are just some of the ways people are leaving their personal legacies for loved ones. Their use is becoming more common and small businesses are emerging to meet the demand.

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it is important to plan a detailed discussion, given the strong likelihood that older parents and their adult children have conflicting expectations about issues such as elder care, retirement security and inheritance.

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Card issuers have been dangling rich offers of points, miles and cash back for the past year and a half or so in the quest to improve revenue and profit.

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 By David A. L’Ecuyer In order to be eligible to join a credit union, the potential member must fit into the Field of Membership (FOM) and charter of the credit union. Historically, credit unions were made available for a particular employer (i.e. IBM, Digital, New England Telephone, Mass Electric, etc.). While many employers have changed […]

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Taking maximum advantage of tax breaks and other strategies will make savings last longer, which is critical for those living on a fixed income.

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By David A. L’Ecuyer Many people get confused or simply don’t appreciate the difference between banks and credit unions. Both banks and credit unions offer many of the same services. These financial services include auto loans, home equity loans, personal checking accounts, business checking accounts, personal savings accounts, CDs, debit cards, Visa Credit Cards, safe […]

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