The Basics of Investing

A common piece of advice you’ve probably heard before is to “save and invest.” Saving is easy to understand but what...

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Understanding Risk with Investments

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as...

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Creating a Solid Plan for Your Estate

No matter your life stage or financial situation, preparing your estate is of vital importance. Without proper...

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Income Tax Basis & Estate Planning

Income tax basis is the base figure you use when determining a gain or loss when property is sold for income tax...

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The Basics of a Living Will

A living will is your written decision regarding medical care that remains effective if you lose the mental capacity to...

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The Fundamentals of Disability Insurance

The idea of you or a loved one needing disability insurance is something no one really wants to consider. However, your...

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Providing Financial Security with Life Insurance

Rather than simply dismissing the reasons why one would not want to buy life insurance, let’s take a closer look into...

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Five Questions About Long-Term Care

When planning for the future, many people often overlook the potential need for long-term care. We’ve put together five...

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A Retirement Income Roadmap for Women

More women are taking charge of their own retirement planning than ever before. No matter your goals for the future,...

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Understanding the Link Between Gifting & Estate Planning

As you consider your estate plan, it is important to think about the disposition of your assets and the tax...

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