Author: Angela Wright

  • Open Enrollment Season Has Arrived!

    Medicare The annual Medicare Open Enrollment period for 2020 plans will run from October 15, 2019, to December 7, 2019. […]

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  • The Money Talk: A guide for couples to begin (or continue!) a money conversation

    Nearly half of all marriages end in divorce and money is named as the #1 cause of friction among couples.Money can be a sensitive subject, even taboo for many couples. Remember hearing your parents say “We never discuss money or politics at the dinner table?” We usually avoid talking about financial goals and spending until there’s a problem. By that time, the conversation starts as a blame game and both sides put up their defenses.Talking about money early, as a way to plan your future together, can be a bonding exercise rather than something that tears you apart. And if you missed the “talk early” memo, it’s never too late to start this in earnest. In fact, I encourage you to continue this conversation at least annually, and eventually bring your children into these meetings. Some families call this a Family Council or Summit meeting. You might be surprised by what you learn when you talk about this subject regularly!You don’t have to be financial soul mates or match up perfectly with your partner’s financial goals but you do need to know where you both stand. Understanding each of your financial goals and will help you see your money issues from both perspectives and make it easier to find solutions that work for both of you.

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  • Avoiding Financial and Identity Theft Scams: A Reference Guide

    A quick reference guide to protecting your money and your identity.Who Are They? Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud).

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  • Protecting Your Child’s Identity

    As distasteful as the idea may be, child identity theft is a serious and growing concern, for several reasons:It happens more often than you might think. In a 2018 Child Identity Fraud report, Javelin Strategy & Research found more than a million children were identity fraud victims in 2017, costing families more than $540 million in out-of-pocket expenses.

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  • Midterm Elections: What Do They Mean for Markets?

    It’s Election Day in the US once again. For those who need a brief civics refresher, every two years the […]

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