Monthly Archives: October 2016

5 Retirement Savings Questions to Ask Now

According to the Pew Research Center, 10,000 baby boomers now reach the traditional retirement age of 65 every single day. Some of these boomers have planned well for their financial security in retirement — but, unfortunately, many haven’t. A study conducted by GoBankingRates found that one-third of Americans have not saved any money at all […]

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Charitable Giving: Do You Have a Strategic Plan?

If you’re like many people, you probably donate both money and time to support charitable causes that you believe in. But have you ever thought about creating a charitable giving strategic plan? Doing so will provide a structured approach that will help you decide which charities you will support financially and with your time and […]

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How to Get Creative With Life Insurance

When they hear the term “life insurance,” people usually think of an insurance policy that will provide financial protection for their family when they die. But life insurance can also be used in creative ways to accomplish other financial goals beyond just providing your loved ones with a death benefit. When used strategically, life insurance […]

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