As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next […]
Comparing Life Insurance Policies
Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there are so many to choose from and many of them seem so similar? The key is knowing how to compare policies and evaluate the results. Know what you want–and compare […]
National Life Insurance Awareness Month
September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. Life Insurance is Not Just for the Young Many people – but not enough – will buy life insurance in young adulthood. […]
How Financial Planning Helps You Work Towards Your Self-Improvement Goals
Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your personal goals. Learn more about why self-improvement is so important and how good financial planning will complement the goals you’ve […]
A Checklist for Your Retirement Planning
The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help you achieve your overall objectives: Review your current financial situation by assessing your income and assets versus your expenses and liabilities. At first, determine […]
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