Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.
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Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
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9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
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Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. "When might this end? How does this impact the economy and spending behavior?"
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Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.
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Help! I want to retire...and soon
Retirement. It's a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.
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The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.
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7 Essential Ways to Boost Credit Score
When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage.
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