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Resource Center
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Infographic: Succession Planning Trends at Small Businesses
How today’s small business owners are (sometimes) planning for next steps.
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Planning Consideration for LGBT Seniors
Research shows that LGBT seniors are twice as likely to be single, twice as likely to live alone and three to four times less likely to have children than their heterosexual peers.
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A New Financial Reality for Same Sex Couples
Today, nearly half of all same-sex couples living together are legally married, giving them equal rights and protections, but also a number of previously unavailable financial benefits.
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Financial Planning for Blended Families
Merging families requires careful planning and open and honest dialogue to align different financial values, attitudes, behaviors and resources.
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The Future Costs of Healthcare
Healthcare costs are rising at an accelerated rate, threatening quality of life for millions of current and future retirees. Remember to consider healthcare costs when planning for retirement.
