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Investment Planning

Investment planning is more than just deciding where to invest your money. There are many considerations to take into account and these articles are just the place to start learning smart strategies. Read our most recent articles or search the Categories below for a specific topic such as:

  • Tax Strategies 
  • Education (ex: Using 529 Plans to Invest for College & Manage Wealth)
  • Estate Planning (ex: Saving for Short-Term Financial Goals)
  • Finances (ex: Pay Yourself First - and Regularly)
  • Managing Your Investment (ex: Diversification - Reducing Portfolio Risk)
  • And much more!

This library of information will give you insight on important financial topics! Simple click on one of the article please or select the category you wish to search and enjoy reading information that is easy to understand.

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Results: 34 Articles found.

Reduce Debt, the Systematic Way

In America today, carrying some debt is unavoidable but how much debt is tool much? Assess your debt and begin reducing it with three easy steps .

Federal and State College Financial Aid Programs

The cost of financing a college education can be daunting to many families. The good news is that a family does not have to be in a low-income bracket to qualify for many current aid programs.

Enhancing Charitable Gifts With Life Insurance

If you are a regular donor to charity, life insurance could help you to make a much larger gift to your cause of choice.1 Instead of making periodic cash contributions to a charity, you could use the same amount to pay the premium on a life insurance policy to benefit the charity. Upon your death, the charity would receive the full face value of your policy—which would likely amount to considerably more than you could afford to donate during your lifetime.

Managing Health Care Costs: Tips for Small Businesses

Employer-sponsored health insurance is considered by business owners and employees alike to be one of the most important benefits available in the workplace today. Yet skyrocketing costs are making it more difficult for small businesses to attract and retain skilled workers with the promise of health insurance

Understanding Your Retirement Income Replacement Ratio

Although the term retirement income replacement ratio sounds formidable, it’s actually a simple, understandable concept that doesn’t require any fancy math. The ratio helps you zero in on your retirement savings goal and periodically measure your progress as you move toward your target. Will you need 60%, 75%, 90% or even 100% of the income you have in your last year of work to maintain a desirable standard of living after you retire?

 
Results: 34 Articles found.
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