How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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How Much Life Insurance Should You Have?
There are two common methods for calculating life insurance. One is safer than the other.
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How to Create and Maintain a Budget
Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a...
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First Rule of Life Insurance
There are many different types of life insurance, but none of them matter unless you get this right first.
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Protecting Assets against the Cost of Nursing Homes
Nate reviews options for protecting your assets from the rising costs of long-term care
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Is a Reverse Mortgage Right for You?
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally...
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The Consumer is Driving!
While the economy appears to be more of a mixed bag than it was 2 years ago, the driver lacks no confidence.
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Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other...
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Why Should I Think About Retirement Planning?
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is...
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Long-Term Care Expense: More Solutions Than Ever. Procrastination Still the Biggest Hurdle.
70% of people over age 65 will need some form of long-term care and current expenses are climbing, threatening many...
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