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Archive by author: Lindsay De BienReturn
To successfully downsize, you need more than tips and tricks. Dwell Happy joined Chapel Pointe to dig into the heart of downsizing and prioritize your hopes and goals while building your downsizing discernment muscles.
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This completely free presentation by Clem Hoober, CPA, Gift and Estate Design Consultant with Orchard Alliance, will help you to learn how to craft a will that's legal, biblical, and matches your desires.
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This completely free presentation by Clem Hoober, CPA, Gift and Estate Design Consultant with Orchard Alliance, will help you to learn about this tool that can help people over age 65 to receive a tax deduction today, an additional steady income for life, and support your favorite charities.
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You probably already know that interest rates and inflation dynamics impact our economy, but you may be surprised to discover that other factors, like artificial intelligence (AI) and even Taylor Swift, also have massive impacts. Watch this easy-to-understand presentation about the current state of our economy, how we got here, and where we may be headed.
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Maintaining an active lifestyle is crucial at any age, but for seniors, finding accessible, safe, and enjoyable forms of exercise can be especially important. Here’s how seniors of all ability levels can stay active in their golden years
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As humans, we’re designed for relationship. In fact, research indicates that close friendships make us happier, healthier, and may even extend our lives.
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For many seniors, holidays can trigger intense loneliness. Learn how to relieve holiday loneliness and put joy and companionship back in your life this season.
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The holiday season is a time for joy, togetherness, and fun family traditions. For many adult children, holiday gatherings offer and opportunity to visit their senior parents after months of separation. While the focus is often on festivities and catching up, it's crucial to be vigilant about your aging parents' well-being. If you’re wondering how to deal with aging parents’ health down the road, the good news is that you can take small steps, beginning with assessing how they’re doing.
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Donating to a nonprofit CCRC is not just a philanthropic act; it's an investment in the well-being of our aging population. Your donations can have tax benefits, mental health benefits, and a lasting positive influence.
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When it comes to retirement savings, most mishaps occur when individuals’ outlooks lean too heavily into one of two extremes: overly complacent (overconfidence) and the overly pessimistic (overanxiety). Here are some of the most common personal finance myths you’ll need to correct in preparing for retirement.
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