A Primer on Irrevocable Life Insurance Trusts
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.
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How to Estimate Retirement Expenses
By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.
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Turning Monetary Gifts into Learning Experiences
Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.
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Acquaint Grown Children with Your Financial Affairs
Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
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Fostering a Child
In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.
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Business Loans to Children: What Parents Should Know
Here are some things to consider when lending funds for your child’s business venture.
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Guardianship for Your Children: A Look at the Issues
Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.
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Financial Care for Special Needs Children
Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.
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[Whitepaper] Planning for a Special Needs Child
Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.
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Life Insurance: Changing Times, Changing Needs
Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!
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Insurance Protection for Life’s Key Stages
Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.
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Social Security in Our Time
Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.
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A Look at Guardianship for Older Adults
If incapacity occurs and there are no advance directives, is guardianship a viable option?
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Mortgage Psychology: What To Do & When
In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.
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How Americans Spend and Save
Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.
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An Eye on Disability
For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.
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The Importance of Disability Income Insurance
Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!
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The Need for Disability Income Protection
The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start?
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Behavioral Finance I, II, & II on Youtube
Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.
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10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
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How Diversification Can Help Small Business Owners Manage Risk
We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.
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How A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
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Six Important Financial Strategies for Your 20s and 30s
Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.
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SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
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June 2022 Market Outlook
The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.
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