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life Insurance
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Insure Your Most Valuable Asset - Part Two

We know now that the future income of a working adult is usually their most valuable asset. The one thing that their entire financial plan needs to have in order for the financial plan to work. As a planner, I have to recommend that we design…
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And the Winner is? Active vs. Passive Investing

Part 1 of 2 on Investing: Active vs. passive investing For this article the passive approach will be reflected by the S&P 500 stock index. Understanding the differences: It's easy to get caught up in the Wall Street hype about which…
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Have You Had “The Talk”?

"The Talk" I’m not referring to “the talk” with your teenage children about sex, but rather the “parent and adult children talk” about the parent’s estate plan. Have you had this conversation? Most people have not. My sister Lori…