Category archives: Jacksonville
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6 years ago
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We are regularly asked by clients what they can do to ensure that they are protected financially if, in the event of an accident, an unexpected illness, or a period of incapacity, they are unable to make financial and business decisions for themselves. We advise clients to have a trusted family mem... [read more]
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6 years ago
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Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare's Open Enrollment Period, in which you can enroll in or switch plans, runs from October 15 to December 7.
During this p... [read more]
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6 years ago
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Caregivers are some of the greatest unsung heroes in our society. One thing we've noticed as we help clients in our offices in Orange Park, Jacksonville, and St. Augustine is how many of our clients have trusted and caring family members or friends helping them as they manage the challenges that can... [read more]
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6 years ago
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Last week, users of the music sharing App, Spotify were treated to a customized playlist, “Your Time Capsule” that offered nostalgia—and perhaps more. Spotify’s customized, “Your Time Capsule” gave users great tunes from their youth, based on their music preferences, and it’s possible that it also h... [read more]
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6 years ago
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When Dillon and Geneva Polk lost their beloved long-time dog Leo, they knew there would never be another loyal companion quite like him, but they missed having a four-legged member of the family.
Then they met Rusty.
"Rusty is definitely not Leo," says Geneva, "but he's really a lot fu... [read more]
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6 years ago
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The Department of Housing and Urban Development (HUD) has announced changes to the federal reverse mortgage program. Citing the need to put the program on better financial footing, HUD will raise reverse mortgage fees for some borrowers and lower the amount homeowners can borrow.
A reverse mo... [read more]
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6 years ago
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Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need. Crowdfunding cuts out the charitable middleman, allowing a person or organization in need to appeal directly to the general public via the Internet in the hope of raising m... [read more]
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6 years ago
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Hurricane Irma was the largest hurricane in history to form over the Atlantic, and it has devastated residents in our Northeast Florida area. Many people in our local communities of Orange Park, Jacksonville, and St. Augustine are still affected by damage from this vicious and unprecedented storm. M... [read more]
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7 years ago
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Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing this less beneficial.
An IRA can be a great gift for a grandchild. A young person who inherits an IRA has to take minimum distributions, but because the dist... [read more]
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7 years ago
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Online bill paying has become a popular way to make paying bills easier, and now you can pay your Medicare premiums online too. If your bank allows customers to pay bills online, you can use that service to pay your Medicare premiums.
To set up online bill paying, contact your bank. To make s... [read more]
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7 years ago
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Please join us for a Chair Yoga Class for Seniors at Yoga Den Fleming Island, on Thursday, September 28 from 12 - 1 p.m. Yoga Den Fleming Island is located at 3555 U.S. Highway 17, at the southeast corner of U.S. Highway 17 & Westover Road, just two ... [read more]
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7 years ago
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Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for your loved one.
Instead of taking steps based on ... [read more]
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