Should You Purchase Car Rental Insurance?
Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want...
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The Power of Compound Interest
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the...
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Life Insurance Replacement: What You Need to Know
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home...
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Three Reasons Why Life Insurance is More Than Just a Death Benefit
Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in...
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Calculating Retirement Savings: How to Add Up Your Financial Future
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom...
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How To Hit Your Savings Goals
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is...
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Financial Resolutions: 7 Tips to Keep You Accountable
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Why You Need an Investment Philosophy
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical...
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How to Save Money, When Saving Seems Impossible
Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn...
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Is Your Classic/Collector Car Underinsured?
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands...
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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long...
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