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Category Archives: Financial Planning

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10 Steps to Review Your Life Insurance Coverage

If you have been worrying about your life insurance coverage in light of the COVID-19 pandemic, now is the time to review your coverage. The most important thing to remember when it comes to life insurance coverage, a claim will be paid even if the cause of death is a pandemic such as COVID-19.   Ten […]

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8 Great Lessons I Learned From My Father

Financial Lessons Every Child Should be Taught As many states have extended student’s distance learning schedule I wanted to share excellent advice from an article written by Marguerita Cheng on the importance of a financial education.  Cheng’s advice from her father a Taiwanese immigrant who came to America in the 1960’s with $17 to his name […]

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Characteristics of a Great Portfolio

In These Unusual Times Let’s Examine –    What is an Investment Portfolio? Simply, put it is all the assets we own, not just our 401(k), Mutual Funds, Stocks/Bonds and ETF’s. The correct term is “Asset Base” because it’s assets (not debt) that give us long term financial independence. A “Great Asset Base” grows nicely […]

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Time to Review Your Estate Plan

What is an Estate Plan?  It states who gets your assets at your death.  Your Wills, Durable Power of Attorney and Health Care Directive comprise your Estate Plan.   There are 2 types: 1) The Default- Created by the state in which you live.  You may not like it’s terms.   2) The one you make and […]

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Which Pocket is Your Money In?

Where should we put our money? When we are on vacation, we tend to take higher amounts of cash with us. But to minimize the risk of losing it, we keep some in our wallet, maybe in our spouse’s and even some may be hidden in pockets of the suitcase. We diversify our vacation money. […]

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Make Time for Life Insurance

Has your life insurance been in force for some time?           Here are 5 simple things to consider: 1. Make sure you are comfortable with the face amount of your policies. Inflation erodes the face amount so adjustments may be required. 2.Health conditions are a moving target. You will want to purchase additional coverage while you […]

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Peanuts from My Uncle

Even though he was my Uncle he called me (and everyone else my age) -“Son”.   So, “Son how are you going to cook these peanuts?”  For many years in early March he would give me a bag of shelled but not cooked jumbo peanuts.  They still had their skins.  Why? So I could do the same […]

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Planning with Your Passion in Mind

Are you passionate about your alma mater or another organization? Do you consistently donate to the same charities year after year and want to do more?  Charitable Legacy Planning can help you do this.   Every year, we donate to our favorite charities and institutions through annual fund drives and membership dues. These donations can […]

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September To Do Item

Now is a great time to review your life insurance coverage before you get busy with fall and holiday activities.   Life changes and your benefits wants and needs follow.  Here are a few things to consider:   Does the amount of your policies provide the coverage you want? Inflation erodes the amount so adjustments may be required. Health conditions are a moving target. […]

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A Special Week

This week was a special week for 3 reasons-                                             Wednesday 6/14 was Flag Day and we hung our banners and flags with pride. I met a fellow practitioner for the first time who experienced the unimaginable – his wife died from cancer 4 years ago at age 39.  He has 4 girls and had done […]

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