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How to Use Life Insurance to Support Your Favorite Charity

How to Use Life Insurance to Support Your Favorite Charity

It’s the giving season. Are you planning to make a donation to your favorite charity this holiday season? If so, you have company. More than 60% of Americans make some type of charitable donation in the last two weeks of the year. The post popular charities are...

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What Should You Change in 2020?

What Should You Change in 2020?

It’s hard to believe we’re already nearing the end of 2019. This year has flown by and 2020 is almost upon us. If you’re like many people, you use the end of the year to evaluate the past and make resolutions for the future. Your financial strategy might be included...

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What Are More Popular Than Ever? Annuities.

What Are More Popular Than Ever? Annuities.

More Americans than ever are including annuities in their retirement planning. According to the Limra Secure Retirement Institute, there were more than $132 billion in fixed annuity purchases in 2018. That’s a 25 percent increase over the previous year and an all-time...

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Scared of Potential Retirement Risks? How One Strategy Can Help

Scared of Potential Retirement Risks? How One Strategy Can Help

It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. This may be the season for ghouls and goblins, but there could also be terror lurking in your retirement strategy. More than 50%...

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Is Your Small Business Exposed to Major Risk?

Is Your Small Business Exposed to Major Risk?

According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or other dependents. Life insurance provides a tax-free lump sum benefit that can be used to...

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Is This Critical Piece Missing from Your Estate Plan?

Is This Critical Piece Missing from Your Estate Plan?

What’s your plan for your estate after you pass away? Do you have a will or trust? Have you discussed your goals with your children or other heirs? Or do you lack any estate planning documents? If you haven’t yet planned your estate, you’re not alone. Nearly 60...

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Can You Rely on Social Security to Fund Your Retirement?

Can You Rely on Social Security to Fund Your Retirement?

Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More than 90% of Americans age 65 and older receive Social Security benefits. In fact, for 48% of married elderly...

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Retirement Saving at 50: Tips if You’re Just Getting Started

Retirement Saving at 50: Tips if You’re Just Getting Started

Are you 50 and just now starting to save for retirement? Worried that your retirement may not be exactly like you planned? You’re not alone. According to a study from Gallup, retirement is America’s top financial concern. More than 50 percent of Americans are worried...

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