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Blog

Live Stg | Feb 13, 2022

5 Common Financial Terms - You Probably Should Know

Education
Finance

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your

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Live Stg | Feb 12, 2022

Think You’re Covered for Travel Abroad? Think Again

Insurance

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people

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Live Stg | Feb 11, 2022

The Pros and Cons of Investment Apps

Investments
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Live Stg | Feb 10, 2022

Passive Income Investments: How to Make Your Money Work for You

Investments
Finance
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Live Stg | Feb 9, 2022

The Pros and Cons of Investing in a 529 Plan for College

Education
Finance
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Live Stg | Feb 8, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Live Stg | Feb 7, 2022

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

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Live Stg | Feb 6, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Premium
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Live Stg | Feb 5, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Live Stg | Feb 4, 2022

Should My Child Go Back to College This Fall?

College

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Live Stg | Feb 3, 2022

4 Education Investment Accounts to Grow College Savings

Investments

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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Live Stg | Feb 2, 2022

9 Important Details about Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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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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