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Why Millennials Are Planning Their Long-Term Care Now
Millennials are victims of many stereotypes, but the one that portrays them positively suggests they're a planning...
Wills Vs Trusts, What You Need To Know
What is the difference between Wills and Trusts? Wills are designed to take your estate and put it into probate court....
Understanding the Different Types of Life Insurance
Ever wonder what type of life insurance is best for you? It's going to depend on a variety of factors, including how...
Reasons To Buy Life Insurance When You’re Young
The best time to apply for life insurance is when you're young, healthy, and not likely to need it soon. The reason is...
Is Your Business Benefitting From Whole Life Insurance
Many small-to-medium-sized business owners don't recognize how beneficial a life insurance policy can be to the...
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Investment Pitfalls To Avoid
Do you have a false sense of security that the market is going to offer smooth sailing? Think back on the...
Medicare Basics
We’d Love to Help You With Your Medicare Plan For educational information regarding Medicare, visit the official...
Managing Debt Before Retirement
Carrying consumer debt into retirement can quickly reduce the monthly cash flow available to spend on healthcare,...
What Does July 1st Mean To Baseball Fans?
We’d Love to Help You With Your Financial PlanThe information provided is for educational purposes only and is not...
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Getting The Most Out Of Your Life Insurance Policy
Life can be full of surprises, and you want to be ready for whatever lies ahead. Through life insurance, you can prepare for the unexpected by...
Need Cash For A Supplemental Income? Consider A Reverse Mortgage
If you're 62 or older – and want money to pay off your mortgage, supplement your income, or pay for healthcare expenses – you may consider a reverse...
Investment Pitfalls To Avoid
Do you have a false sense of security that the market is going to offer smooth sailing? Think back on the not-too-distant past to the dot-com...
The Secure Act’s 10-Year Rule for IRA Heirs
The Setting Every Community Up for Retirement Enhancement (Secure) Act fundamentally changed the rules governing distributions from inherited...
The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to receive from Social...
HSA Just Might Be the Holy Grail of Savings Accounts
Pre-tax contributions, tax-free withdrawals, and tax-free gains = the Holy Grail of savings opportunities. If you estimate yourself at the 25% tax...
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More Articles
Getting The Most Out Of Your Life Insurance Policy
Life can be full of surprises, and you want to be ready for whatever lies ahead. Through life insurance, you can prepare for the unexpected by...
Need Cash For A Supplemental Income? Consider A Reverse Mortgage
If you're 62 or older – and want money to pay off your mortgage, supplement your income, or pay for healthcare expenses – you may consider a reverse...
Investment Pitfalls To Avoid
Do you have a false sense of security that the market is going to offer smooth sailing? Think back on the not-too-distant past to the dot-com...
The Secure Act’s 10-Year Rule for IRA Heirs
The Setting Every Community Up for Retirement Enhancement (Secure) Act fundamentally changed the rules governing distributions from inherited...
The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to receive from Social...
HSA Just Might Be the Holy Grail of Savings Accounts
Pre-tax contributions, tax-free withdrawals, and tax-free gains = the Holy Grail of savings opportunities. If you estimate yourself at the 25% tax...