News

26
Jun

Insurance Awareness Day: Time to Assess Your Risk

Insurance Awareness Day, recognized on June 28th, is a great time to review your insurance coverage and assess your risk. Insurance is a means of protecting your assets against premature liquidation and protecting yourself and your loved ones.

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19
Jun

Smart Ways to Prepare for Next Year’s Taxes

The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives. There are things you can do now to help prepare for next year’s taxes.

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12
Jun

Strategies to Help Your Kids Save for Retirement

Helping your kids save for retirement starts with financial education and discussing the importance of saving for their future. But, besides financial education, there are strategies that you can implement for them at a young age. The strategies can help them get a head start on their retirement savings.

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5
Jun

What to Know About Today’s Credit Card Interest Rates

Credit cards may make it easy to cover a variety of expenses. Credit card use often helps increase one’s credit score if the balances are paid in full each month and on time. However, mismanaging credit or carrying balances over time can lower credit scores. It may be a risk to your financial future since lenders use credit scores to assess creditworthiness on loans.

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28
May

What Rising Gas Prices Mean For Consumers and the Economy

Rising gas prices can impact consumers and the economy in many ways. For example, rising gas prices affect consumers at many places they purchase goods. If the places rely on gas, natural gas, or crude oil:

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21
May

Life Insurance: Essential to Financial Planning

Now is a great time to review your life insurance policies and determine if you have enough coverage.  Learn more about how life insurance is essential to financial planning. When someone we know passes, often, we are reminded how precious life is and how financial stability can rapidly change. In some instances, they did not have enough life insurance coverage.

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14
May

Understanding the DROPs Government Employee Retirement Program

Government employees, such as teachers, firefighters, police, and others, often consider working after their eligible retirement age. Especially when presented with a deferred retirement option plan (DROPs) offer.

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7
May

7 Social Security Strategies to Consider

As you age, the question of which Social Security strategies to use will likely come to mind click here to find out more. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits.

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1
May

What Business Owners Need to Know About Estate Planning

Regardless of the income your business generates, your age, or the number of employees, a business estate plan can help. One thing business owners need to know is a business estate plan can help ensure your business remains intact if something happens to you.

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24
Apr

Long-Term Care Tax Legislation: What You Need to Know

As our population ages, discussions about long-term care (LTC) and who pays for it are essential for many families and state governments. As a result, there has been some recent long-term care tax legislation. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number of activities of daily living (ADL) without assistance. ADLs include eating, bathing, dressing, toileting, transferring in and out of bed, continence, or when physical, mental, or cognitive function is impaired, or a doctor has ordered specific care.

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