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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.
Feb 64 min read
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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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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...
Mar 18, 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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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


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, 20213 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
Dec 9, 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 25, 20212 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
Nov 18, 20213 min read


The Best Time to Form a Trust
The benefits provided by a trust can be important to your family in the difficult time that will follow your passing or an event which left
Nov 11, 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 29, 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 27, 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 21, 20212 min read
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