How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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How do I Save for a Goal?
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved...
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How to Finance Your Dream Car
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation...
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Retiring as a Small Business Owner
There are over 30 million small businesses in the United States. Many people start their own businesses in order to...
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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit...
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Understanding Exchange-Traded Funds
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar...
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