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Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.
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Why Financial Preparedness Is a Smart Investment
Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.
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Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan
Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.
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Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event of your death.
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Caring For Your Family Members While Preparing For Retirement
The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.
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Watercraft and Recreational Vehicles
Get the right coverage before heading for the great outdoors with your boat, RV, watercrafts, ATVs, UTVs, and snowmobiles.
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8 Tips for Handling Holiday Stress
While some people can’t wait to welcome the holiday season, others experience trepidation thanks to impending holiday stress.
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Like a Share Certificate, fixed rate annuities provide a fixed rate of return, however, fixed annuities grow tax deferred for retirement benefits.
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Death and Taxes: What to Know About Estate and Inheritance Taxes
There are only two things in life you can count on happening at some point--death and taxes.
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In this presentation, we’ll take a look at some general estate planning concepts and strategies.
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Retirement Planning: The Ultimate Endless Summer Adventure
Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.
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An Introduction to Estate Planning for the Sandwich Generation
For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.
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Navigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?
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Year-End Financial Planning for Families
Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.
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Financial Planning in Today’s Fast-Paced World
In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.
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8 Financial Wellness Tips to Help Manage Generational Wealth
Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.
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Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement
Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.
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Retirement Annuities Explained: What They Are and How They Work
Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.
