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The One
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A Fresh Start: How to Get Your Financial House in Order This New Year
January is a month of fresh beginnings. Tt’s the perfect time to take a closer look at your financial well-being.
Dec 31, 20244 min read
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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...
Mar 20, 20243 min read
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Policy and Personal Finance: The Dual Approach to Long-term Care
As the population ages, the need for long-term care solutions becomes increasingly critical. Balancing between public policy and personal...
Mar 11, 20243 min read
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Life Insurance as a Financial Planning Tool for Millennials
In the landscape of financial planning, the concept of life insurance often gets sidelined, tagged as a necessity for the next stage of...
Mar 4, 20243 min read
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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...
Feb 26, 20242 min read
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Annuities Unveiled: A Beginner's Guide to Understanding Lifetime Income Streams
Greetings to all finance enthusiasts and curious minds! As a U.S.-based finance and insurance specialist, I'm thrilled to present an...
Feb 19, 20242 min read
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Financing Long-Term Care: A Guide to Your Options
Navigating the realm of long-term care can be a journey filled with complexities and concerns. As an expert in finance and insurance, I'm...
Feb 12, 20242 min read
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Understanding Life Insurance: A Beginner's Guide to Its Importance and Functionality
Welcome to our guide on life insurance! In today's post, we're delving deep into the world of life insurance, exploring its fundamentals,...
Feb 5, 20243 min read
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Retirement Planning: Myths vs. Reality
Retirement planning is often shrouded in myths and misconceptions, which can lead to inadequate preparation and financial surprises down...
Jan 29, 20242 min read
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Smart Savings Strategies for Every Life Stage
Saving money is a journey that evolves with every stage of life. From the first paycheck to planning for retirement, each phase brings...
Jan 22, 20242 min read
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How to Lower Your Odds of Becoming Disabled: A Guide to Healthier Living
In the realm of health, prevention is a principle that holds more weight than many realize. An ounce of prevention, indeed, is worth a...
Jan 11, 20243 min read
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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, 20214 min read


Warehouse Stores are an American Icon, but are They Actually Cheaper
With the rise of 2 liters, big SUVs, and everything else large and in charge; warehouse stores were bound to be a hit in America. With bulk
Oct 26, 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
Oct 1, 20212 min read


New Job? How to Make the Most of It
So, you landed a new job, congratulations! Here are some simple and actionable tips that will help you make the most of your new opportunity
Jul 13, 20213 min read
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It's National Disability Insurance Month
So what are we celebrating during National Disability Insurance Month? This month we celebrate protecting our income and independence
May 28, 20212 min read
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Managing Money as a Couple- Growing wealthy together
40% of younger couples described having weekly arguments about their finances. When marrying we go through many changes in addition to...
Apr 28, 20214 min read
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Home Equity’s Effect on College Financial Aid
College is incredibly expensive. taking advantage of financial aid and planning strategies can be crucial for your children or grandchildren
Apr 14, 20212 min read
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Why Procrastinating Can Ruin Your Golden Years
Procrastination is the act of intentionally delaying something due to an unwillingness to exude effort. It can ruin your golden years
Apr 1, 20212 min read
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4 Ways to generate Tax Free Retirement Income
Retirement is something that we can all look forward to. A time to enjoy the fruits of our labor, take up hobbies, spend time with children/
Mar 8, 20212 min read
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