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Jennifer Wills

Finance Subject Matter Expert & Reviewer

Jennifer Wills is a finance SME with 12 years of experience as a licensed financial coach. She used her expertise and insurance and securities licensing to create customized plans to help families become properly protected, debt-free, and financially independent. When the time came for a career change, Jennifer used her skills and experience to build a freelance writing business. She started writing blog posts for an accounting and finance staffing agency and later wrote articles for Investopedia. Today, Jennifer writes content for clients in 75+ industries. In her downtime, she enjoys spending time with friends and traveling.


Contributions

Budget-Friendly Funeral Planning to Honor Your Loved One Affordably

Planning a funeral comes with a heavy emotional weight, whether you’re making arrangements for a loved one who passed or future plans for the end of your own life. Funerals and memorial services often carry a significant financial toll as well. With proper planning, though, you can save on funeral costs without sacrificing dignity and respect.Continue reading "Jennifer Wills"

Navigating Life Insurance & End-of-Life Care Options

Financial planning for retirement and end-of-life care begins early in your career. While traditional retirement accounts can help keep your income stable, sometimes end-of-life care costs significantly more than expected. Leveraging life insurance strategically can bridge the gap between retirement income and the cost of care, helping you avoid leaving behind financial burdens for yourContinue reading "Jennifer Wills"

Smart Inheritance & Gift Tax Strategies for Beneficiaries

In many cases, wealth transfers come with a significant tax burden. Even an inheritance can lead to a big tax bill. However, with tax-efficient planning, you can preserve more of your financial legacy, ensuring your loved ones benefit more from the wealth you’ve accrued.  Key Takeaways What Is Inheritance Tax? Some states charge an inheritanceContinue reading "Jennifer Wills"

Medicare & Medicaid Benefits After Death

When a loved one passes away, you have happy memories of your time together, but you also mourn their loss. Grieving is emotionally difficult, but for close family members, there’s also the challenge of dealing with practical matters in the wake of a loved one’s death. If your loved one had benefits, you’ll need toContinue reading "Jennifer Wills"