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How Tax Refunds Work and What You Can Do to Manage Them

by ewilbur | Feb 26, 2025 | Uncategorized

Discover the basics of how tax refunds work. Learn strategies for maximizing them and tips on how to use them wisely.

Here to Help: The Most Important Conversation to Have Before You Die

by ewilbur | Feb 23, 2025 | Uncategorized

Talking about your advance care directive with your loved ones will make life — and death — easier later on.

Seven Trends in Senior Living for 2025…and Beyond

by ewilbur | Feb 21, 2025 | Uncategorized

Seven trends we will see more of in the senior living industry in 2025: aging solo, middle-market focus, longevity and well-being, intergenerational living, memory care and tech.

I became a millionaire at 37. I live modestly, but my wealth still makes it difficult to connect with friends.

by ewilbur | Feb 18, 2025 | Uncategorized

Sylvia Kang, 40, is a multimillionaire who lives in the Bay Area. She says her business success and wealth have strained relationships with friends. She now focuses on people with shared hobbies, even if she can’t share everything with them.

Stock Market Outlook for 2025: What Investors Can Expect in the First 6 Months

by ewilbur | Feb 15, 2025 | Uncategorized

Explore the stock market outlook for the first six months of 2025. Learn key trends, forecasts and insights to help guide your investment decisions.
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