3 Easy Ways to Save for Retirement
VIDEO Look into these tools to optimize your savings for retirement: Maximize Employer Plans 💼: Contribute to your employer-sponsored...
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- Nov 21
- 4 min
Pickleball: A Game Plan for a Winning Retirement
Pickleball, the sport that has swept the nation like a well-placed dink shot, is more than just a fun way to pass the time. As a player...
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- Nov 10
- 2 min
SECURE 2.0 Act Raises RMD Age: What It Means for You
Required minimum distributions (RMDs) are the minimum amount of money you must withdraw from your traditional IRAs and 401(k)s each year...
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- Nov 8
- 5 min
Navigating the Financial Squeeze: A Guide for the Sandwich Generation
In today's dynamic world, the "sandwich generation" concept has become increasingly prevalent. This term refers to middle-aged adults who...
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- Nov 2
- 4 min
6 Financial Tools for Young Professionals to Build Wealth
As a young professional, building wealth is a goal that's within your reach, but it requires the right financial tools and strategies. In...
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- Oct 19
- 4 min
Growing Your Retirement Funds in a Shifting Financial Environment
If you are seeking to secure your financial future and build robust retirement savings, you should understand the impact of the Federal...
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- Oct 12
- 3 min
From College to Retirement: The $35,000 Transition You Need to Know
Let's talk about money, education, and retirement. You might have heard of something called a 529 plan. It's like a special savings...
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- Sep 13
- 4 min
Nurturing Financial Savvy Children: A Parent's Guide
Navigating the Money Maze Hey there, fellow parents, caregivers, and money-savvy adventurers! 🌟 Imagine this: You're stranded on a...
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- Aug 31
- 5 min
If It's Good Enough for Bankers, It's Great for You! The Power of Permanent Life Insurance
Exploring the Value of Permanent Life Insurance Permanent life insurance offers a unique and valuable component to a comprehensive...
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- Aug 28
- 4 min
Enhancing Crypto Investments through Cash Value Life Insurance Loans: The Life Capitalized Approach
Hi Folks, Let's take a look at the ever-evolving finance landscape, where traditional strategies merge with groundbreaking opportunities...
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- Aug 25
- 2 min
Navigating Life Insurance, Annuities, and Retirement Planning
Your Path to Financial Confidence Hey there, you savvy wealth builders! When it comes to securing your financial future, it's like...
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- Aug 24
- 3 min
Smart College Planning: 529 Plans, Life Insurance, and Flexibility
Imagine you're preparing for a journey, and you need to figure out what challenges lie ahead. Similarly, planning for your child's future...
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- Jul 27
- 4 min
Unlocking Financial Opportunities: Transferring Your Inherited IRA to a New Custodian
Introduction: Navigating the Path of an Inherited IRA When you find yourself inheriting an IRA, it's natural to be uncertain about the...
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- Apr 24
- 3 min
Cash Value Life Insurance: A Business Owner's Financial Safety Net
As a business owner or manager, you understand the importance of having liquid capital to support growth. However, finding or borrowing...
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- Apr 17
- 4 min
Navigating Recession Risk: Should You Invest in Annuities for Retirement?
When considering retirement investments in uncertain economic times, many individuals turn to the safety net provided by annuities.
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- Apr 12
- 6 min
Mastering Personal Finances: Tools and Strategies for People on a Budget
It's Financial Literacy Month, so we thought we'd share some insights to help you on your journey to be better with money. Financial...
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- Apr 6
- 4 min
Why Now is the Time to Own Permanent Life Insurance in a Trust
As seasoned professionals in the field of finance and insurance, we firmly believe that now is the best time to own permanent life...
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- Mar 31
- 3 min
Don't Make This Common Estate Planning Mistake with Your Children's Inheritance
As parents, we always want what's best for our children. That's why we work hard to provide them with a great life, a good education, and...
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- Mar 28
- 4 min
Before You Spend Your Emergency Fund: Three Questions to Ask Yourself
In the past year there has been increasing talk and expectations of a recession, whether or not we experience harsh setbacks due to this...
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- Mar 15
- 3 min
Pickleball and Retirement Planning: How A Solid Financial Game Plan Can Secure Your Future
Are you a retiree looking to stay active and enjoy the sunshine while also securing your financial future? Look no further than...
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