Wealth-management
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What to Consider Before Buying Life Insurance
For National Insurance Awareness Day, here’s the lowdown on the types of life insurance out there and what could work for you and your budget.
By Patrick M. Simasko, J.D. Published
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How Much Do You Really Need to Save for Retirement?
Enough retirement savings for one person might not be nearly enough for another or way too much for someone else. Here’s what to consider.
By Jared Elson, Investment Adviser Published
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Things Change: Is It Time to Update Your Retirement Plan?
Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives.
By Jerry Golden, Investment Adviser Representative Published
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Early 401(k) Withdrawals: Benefits, Risks and Alternatives
If you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options.
By Stephen B. Dunbar III, JD, CLU Published
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How to Shop for Annuities Like You’re Buying a Car
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons.
By Kelly LaVigne, J.D. Published
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In Retirement Planning, Consider the Entire Journey
Retirement planning is like climbing a mountain — how you come down the mountain is just as important, if not more so, than how you get to the top.
By Cosmo P. DeStefano Published
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
By Caleb Lund, CAP® Published
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How to Be Strategic With Your Retirement Withdrawals
To make your savings last, you need to know how to draw from the right investment … at the right moment.
By Adam Tau Published
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How to Avoid Getting Ripped Off by an Alarm Company
Security firm CEO recommends sticking with local businesses recommended by people you trust, such as neighbors.
By H. Dennis Beaver, Esq. Published