Archive Month: February 2022

Consider Keeping Your Life Insurance When You Retire

February 28, 2022

Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have […]

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The Importance of Beneficiary Designations

February 28, 2022

If you own an annuity or life insurance policy, you are probably familiar with the concept of a beneficiary designation. […]

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Financial Hacks for Millennials: The Great Wealth Transfer

February 28, 2022

Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to […]

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Building a Solid Financial Foundation

February 28, 2022

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does […]

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Diversification, Patience, and Consistency

February 28, 2022

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification The saying “don’t […]

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Choosing a Business Structure

February 28, 2022

In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of […]

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