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Blog

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Live Stg | Feb 25, 2022

Whole Life Insurance as a Tax Diversification Strategy

Tax Planning

For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased

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Live Stg | Feb 24, 2022

Insurance Primer - Life Insurance - What is Whole Life really anyway?

Insurance
Premium

Although whole life insurance, in its present form, has been around for over a century, it remains somewhat of an enigma for people who want to buy permanent

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Live Stg | Feb 23, 2022

Home Equity Loan Vs Home Equity Line of Credit – Which is Right for You

Finance
Premium

With home values finally recovering from their steep declines of the last half decade, and interest rates still hovering around their historic lows, homeowners

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Live Stg | Feb 22, 2022

Rollovers Series - should I or should I not roll-over?

Investments
Premium

When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move - everything except your employer

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Live Stg | Feb 21, 2022

How to Create Order out of Chaos with Your Financial Records

Finance

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those

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Live Stg | Feb 20, 2022

Self-Attribution Bias Clouds Investor Reality

Investments
Premium

Some, stockbrokers, stock analysts, investment gurus and individual investors will have you believe that investing is an art, requiring nuanced skill and timing

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Live Stg | Feb 19, 2022

The Future of Online Banking is Here

Finance
Premium

Unquestionably, the Internet has changed everything, making our lives easier and more productive as we cruise at digital speed down the information highway. No

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Live Stg | Feb 18, 2022

Warren Buffet Retirement Planning Rules: What Would Warren Buffet Do?

Premium
Retirement

Everyone can learn some valuable lessons from Warren Buffet, arguably the most successful investor of all time. Buffet has two strict rules about investing that

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Live Stg | Feb 17, 2022

Saving Versus Paying Off Debt

Retirement

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial

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Live Stg | Feb 16, 2022

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

Risk Management

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of

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Live Stg | Feb 15, 2022

Financial Planning for Young Professionals (used by autotests)

Education
FINRA Reviewed

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility

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Live Stg | Feb 14, 2022

The Power of Compound Interest

Finance
Investments
Education

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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