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Time to Review Your Beneficiaries

The Danger in Neglecting Beneficiary Designations To be sure our financial accounts and insurance payouts at our death go to the people we want, it is so important that we choose and update our beneficiary designations – a loved one, a charity or an institution. Sometimes life gets in the way and we forget to change our beneficiary designations […]

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Business Succession Made Simple

Simplified Business Succession with Term Life Insurance   Most often, the greatest asset to a business owner is the business itself.  A critical part of ensuring a comfortable retirement for the business owner is getting the most value out of the business that he or she can.  Life Insurance can play a key role in making […]

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Who’s Winning the Lifestyle War?

Current Lifestyle vs. Future Lifestyle: Who’s Winning the War? For most of us, the amounts designated for funding our current and future lifestyle are not embedded in our consciousness. The fuzziness about how much money is allocated to each reflects two “facts-of-life” we all face: Most future financial success plans are constructed haphazardly. Sometimes one […]

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#1 Money Rule – Spend Less Than You Earn

#1 MONEY RULE:   1.  Spend Less Than You Earn.          It sounds so simple, doesn’t it?  Yet there are many people out there burying themselves in debt. (spending more than they earn) or living purely paycheck to paycheck (spending exactly what they earn).  Simply spending less than you earn has a cascade of […]

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Update Your Thinking on an Old Topic

During the month of June over the last 180 years, a variety of patents were granted for inventions such as the magnetic tape recorder (1944), Morse code telegraphy signals (1840), 2 of Atari’s video games were registered (1980), among others.   Today these inventions are still useable, but more effective and efficient inventions have all […]

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5 Celebrities Who Probably Wished They Had Disability Insurance

Being a celebrity comes with a lot of cool stuff – money, mansions, private jets, Twitter followers by the millions.  Not included, however, is guaranteed immunity from accident or illness.   Celebrity can also be dangerous, with stunts, stage shows and dodging paparazzi.  And if a star is sidelined, the big paycheck can turn into big losses. […]

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Could I Still Pay My Bills Without My Income?

The Answer is NO! When disability strikes, income stops and expenses increase… The result? Significant long-lasting debt.  OUCH! What’s My Plan? When a disability strikes, paying bills can become an overwhelming problem. How would we manage? Drain savings and retirement accounts – how long would the money last? Get by on my spouse’s income – possible, but like most families, paying […]

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Are You On Track with Your Estate Planning?

Use the following ten-point checklist to find out.  Just answer “YES” or “NO” for each question. Every “NO” Answer May Indicate a Gap in Your Estate Planning With Will’s Help, We Can Clear the Hurdles and Get Your Estate Plan on Track!

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Tax Refund? Save or Splurge?

Do You Expect a Tax Refund This Year?  Will You Spend It or Save It? Things to Think About… Debt Comes First  Make a list of your debts – car loans, student loans, credit cards – and their interest rates. Put your refund toward paying down those debts with the highest interest rates. Credit card […]

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Countdown to April 15

The Countdown to Tax Day 2014 started on April 16, 2013.  With every paycheck we received and every purchase in a store, we paid taxes. What about Tax Day 20?? – the first year of retirement? Here are a few questions and answers. Is the decision to be in a higher tax bracket at retirement voluntary […]

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