2024 End of Year Checklist
As 2024 draws to a close, it is once again time for housekeeping in regards to your financial plan. In this newsletter...
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The Role of a Lienholder
A lienholder is an individual, company, or financial institution that has a legal claim to your property until the loan...
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How It Works: Your Car is Declared Totaled
Insurance companies play a key role in declaring a car totaled, evaluating both the cost of repairs and the vehicle's...
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What Happens If Your Neighbor's Tree Falls On Your Property?
It’s not uncommon for things in your yard – like trees – to become damaged. Understanding how the insurance process...
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Steps for Choosing Your Auto Deductible
Choosing the right car insurance brings with it many decisions. When you’re customizing your policy, an important choice...
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Developing A Will: The Basics
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss the...
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Benchmarks For Investing
Download our short podcast where Nate discuss benchmarks you may want to consider using to measure the performance of...
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Balloon Fest, Tax-Free Income, Avoiding Probate
In this newsletter, Nate highlights a recent podcast where he shared three strategies for tax-free income. We also...
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5 Reasons To Call Your Insurance Agent
Insurance can be complicated to navigate – that’s why you have an agent! As your life changes, your needs change, and...
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3 Methods For Managing Debt
Proper debt management ensures that you can meet your financial obligations without compromising your ability to save...
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A Tax-Free Option and 5.45% For 5 years
This newsletter takes a look at the Phillip Morris stock, as well as discusses the benefits of considering Treasury...
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3 Sources of Tax-Free Income
Having tax-free income options during retirement is top of mind for many investors. In this podcast, Nate discusses...
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