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The One
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5 days ago4 min read
Life Insurance as an Asset Class: A Powerful Tool for Financial Planning
One powerful, often overlooked tool in wealth-building and preservation is life insurance.
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Mar 20, 20243 min read
Mutual Funds vs. ETFs: Which Is Right for You?
When it comes to investing, the choice between mutual funds and exchange-traded funds (ETFs) can significantly impact your investment...
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Mar 18, 20243 min read
Social Security Strategies for Couples: Maximizing Your Benefits Together
For many couples, Social Security benefits form the backbone of their retirement income. Understanding how to optimize these benefits can...
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Feb 26, 20242 min read
Investment 101: A Beginner's Guide to Entering the World of Investing
Hello, future investors! As an American finance and insurance expert, I'm thrilled to guide you through the exciting journey of...
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Jan 29, 20242 min read
Retirement Planning: Myths vs. Reality
Retirement planning is often shrouded in myths and misconceptions, which can lead to inadequate preparation and financial surprises down...
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Jan 4, 20243 min read
Navigating Disability Insurance: Essential Guide for Self-Employed and Pre-Retirees
In the realm of financial planning, one often overlooked aspect is disability insurance. This guide aims to unravel its complexities,...
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Dec 9, 20214 min read
Year End Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investi

Dec 9, 20213 min read
End-of-the-Year Money Moves
For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you

Dec 9, 20212 min read
2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. If these increases apply to your retirement strategy, a financial pro

Nov 25, 20212 min read
5 of the Biggest Estate Planning Mistakes
We all want to do what’s best for our loved ones. Part of that includes diligently planning our estates to make our passing as easy for them

Nov 18, 20213 min read
Taking Care of Loved Ones with a Trust
We have to come to terms with the idea we will someday leave our loved ones behind. We are powerless to that fact of life. We do have the po


Oct 29, 20212 min read
Do all businesses need key man insurance?
Since the beginning of time, businesses and business owners have been seeking to shield themselves from unnecessary risk. One risk that even


Oct 27, 20212 min read
Do Kids Need Life Insurance? 3 reasons they might
Insuring your child is a great way to protect them for the rest of their life. You can provide their loved ones with a safety net even if yo

Oct 21, 20212 min read
4 Times in Life we have to Reevaluate our Life Insurance Coverage
It's important to consistently reevaluate our needs, especially the need to protect our family.


Oct 13, 20212 min read
Who Will You Leave Your Wealth To?
Planning an inheritance can keep some people up at night. It’s important to move past any discomfort and to successfully organize an estate

Oct 7, 20212 min read
Is Group Life Insurance Through an Employer Enough?
This is a common question that many of our clients ask us, and the answer comes down to more than just the amount of death benefit offered


Oct 1, 20212 min read
2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t b

Sep 28, 20212 min read
National Life Insurance Month
It’s September, and even though insurance is important every month of the year, this is National Life Insurance Awareness Month.


Aug 12, 20212 min read
Step Rate Disability Insurance for Resident Physicians
Step rate disability insurance is a common option for many resident physicians, but is it right for you?

Jul 22, 20212 min read
Procrastinating? Debunking our Top 12 Retirement Planning Excuses
After 18 years of business, we’ve heard it all. If you’ve been putting off retirement contributions or ignoring financial responsibilities.
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