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4 RETIREMENT QUESTIONS JOB SEEKERS SHOULD ASK
Too often when reviewing a job offer, we focus just on the salary or the number of vacation days. However, it’s important to evaluate the...
ALWAYS A LADY
Evelyn retired a few years ago and had plans of relaxing, tending to her vegetable and perennial gardens, camping with her husband, Alex,...
WHAT IS AN ADVANCE DIRECTIVE AND WHY DO I NEED ONE?
An advance directive, also known as a living will or medical directive, is a legal document that outlines your wishes about health care...
UNDERSTANDING INTEREST CREDITING AND INDEXING
It’s nearly impossible to meet with a financial professional today and not hear about indexing–whether it’s a fixed indexed annuity used...
DO YOU HAVE A WILL?
Last year, I picked up a recreational hobby that provides tremendous fun and enjoyment, but I knew it also introduced a certain amount of...
HOW TO REDUCE YOUR RISK OF BREAST CANCER
Cancer is scary. It used to be a disease that I only heard my grandma whisper to her friends when they were sitting around the kitchen...
WHAT IS YOUR RETIREMENT SAVINGS IQ?
While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions....
HOW CONVERTING TERM LIFE INSURANCE HELPED ONE FAMILY
My colleague, who grew up in the insurance industry, was a true believer in the value of life insurance. Her husband really wasn’t. John...
UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS
Have you ever noticed when you ask someone the age of their baby or toddler you get answers like “he’s 18 months old” or “she’s two and a...
UNDERSTANDING LIFE INSURANCE LINGO
“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really...
A GIFT THAT WILL LAST A LIFETIME
I still have Jack-o-lanterns on my porch, and I just received a stack of catalogues in the mail telling me about the hottest gifts for...
BUY IT WHEN THEY’RE YOUNG
Winter is just around the corner. The days are short and the nights are cool. Kids are in school, there are lunches, homework, sports...
THE PRICE OF SUCCESS
At a recent gathering, I spoke to Will, a local small business owner. Will and his uncle have built a very successful diesel repair...
THE 1 RESOLUTION TO CHANGE YOUR LIFE
At the start of each year, I call to mind the past and acknowledge the changes that need to follow me into the New Year. A resolution to...
FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN
Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and...
WHEN IT COMES TO PLANNING YOUR FINANCIAL FUTURE, DON’T GO IT ALONE.
We live in a high-tech world where information about all topics under the sun is available at your fingertips. We are moving toward...
3 WAYS TO BRIDGE THE GENDER SAVINGS GAP
When it comes to savings, the gender savings gap is huge. A recent study1 indicated that women have 50% lower savings than their male...
WHAT I WANT MY BEST FRIEND TO KNOW ABOUT LIFE INSURANCE
I work in the life insurance industry and I am passionate about educating others about it. For many, life insurance is not the most...
IT’S OK TO TALK TO STRANGERS, IT MAY EVEN BE GOOD FOR YOU.
There is a lot more to creating wealth than to just grow a bank account. Social capital is just as important, if not more, for our...
9 TIPS TO SAVE FOR RETIREMENT THE MODERN WAY
When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different...
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
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