How to Choose the Right Investment Advisor
With the proliferation of investment and personal finance websites, investors have access to a boundless number...
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Investors: Beware of the Herd
If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of...
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Long-Term Care as Part of Your Multi-Generational Plan
For anyone who has dealt with an aging parent or grandparent the concept of long-term care is likely a familiar one....
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Planning for the Long, Long-Term
Most people looking to implement a financial plan are making decisions with the long-term in mind. While what “long-term...
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Your Protection Strategy Needs a Legal Foundation
Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of a legal...
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Your Essential Primer in How to Buy Life Insurance
Asking “how” to buy life insurance presumes that you’ve moved beyond the “why”, which is a big leap forward; however, it...
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Life Insurance - What is Whole Life Really Anyway?
Although whole life insurance, in its present form, has been around for over a century, it remains somewhat of an enigma...
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Refinancing Your Mortgage: It’s not just about the rate
These are truly remarkable times in the mortgage industry. Mortgage rates are still at their lowest point in more than...
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5 Things to Teach Your Kids About Finances
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with...
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Term Life or Whole Life Insurance – Which is Right for You?
The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires...
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The Infidelity of Financial Affairs
A recent survey conducted by GK Roper revealed that nearly 55% of respondents reported hiding some aspect of their...
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