Financial & Investment Planning Blog

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  • Posted April 30, 2019

How to Protect Your Finances While Traveling on Vacation

Vacation season can be a special time for families. For many Americans who haven’t travelled abroad in several …

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  • Posted April 30, 2019

Ups and Downs of Online Only Banking

The digital world has transformed professional industries in unique ways that prior to internet access would have been …

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  • Posted April 30, 2019

Qualified Longevity Annuity Contracts

Let’s face it, much of the complexities in modern-day retirement stem for a single factor; people living longer. …

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  • Posted April 30, 2019

The Importance of an Umbrella Policy

It is important to have adequate insurance so, if an accident were to occur, you would be properly …

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  • Posted April 30, 2019

Organization: An Important Tool for Simplification

There is no time like the present to get your finances in order. Keeping your bills, your statements …

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  • Posted January 11, 2019

Protecting Your Biggest Asset

Life is full of risks! People make decisions every day that require weighing those risks against their ability …

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  • Posted January 11, 2019

Pro Rata vs. Per Stirpes Beneficiary Designations Defined

Beneficiary Designations Defined

So you decided to purchase some life insurance, open an IRA, or take some action …

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  • Posted January 11, 2019

How to Choose a Bank Account

It can be difficult to find the right bank account. If you want to switch banks or you …

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  • Posted January 11, 2019

In Search of the Right Financial Advisor

The challenge for most people today is finding the right financial advisor. The sheer number of financial …

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  • Posted January 11, 2019

Long Term Care Life Insurance Rider

Long Term Care Life Insurance Rider

With the increase of life expectancies and advances in the medical field, …

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