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Be Wise With Money

5 financial steps to take after the death of a loved one

The death of somebody you love is one of life's most difficult and devastating experiences. And while every person's journey with grief is different, in the weeks and months following the loss of a loved one, you may feel as though it's difficult to think clearly. The simplest of tasks and the smallest of decisions can feel overwhelming and exhausting. This is a natural part of the grieving process.

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Putting legal & financial affairs in order

Making preparations for your death is one of the most loving gifts you can give your family. But what does being prepared look like? It means organizing and communicating about financial matters, medical care, passing on your legacy, and the type of funeral or memorial service you would like. Here's how to get started.

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Start ''the talk'' with your parents today

Those of you currently in your 40s and 50s are the bulk of the Sandwich Generation. In fact, 47% are caring for kids and parents according to a recent report from the Pew Research Center. In other words, nearly 1 in 2 is providing care to someone other than a child. And 77% missed work to provide care for a parent.1 The outcome: more stress with more demands on time.

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Does your retirement strategy fit your life stage?

Maybe you're just starting to work, or maybe you've been at a job for years. You could be on your own or have a family to support. No matter what the circumstances may be, you need a retirement strategy that's right for you. Think of retirement planning as having four life stages: the beginning phase, the building-up phase, the transitional phase and the spending phase. Here's what to consider at each phase.

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