Get to Know the Rich Relationship Between Your Financial and Social Life 

When you think of your financial wellness, you are likely not considering how it may affect your social life or vice versa. While many factors may influence your financial situation, social influence is the component that is given the least attention. Both those who struggle with their finances and those with a more comfortable financial […]

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Financial Professional vs. Insurance Agent: What They Do and Which is Appropriate For You 

Planning for your future requires the help of multiple professionals. Two professionals you may find yourself working with to figure out your future are a financial advisor and an insurance agent. Financial professionals may also provide the services of an insurance agent. However, you may prefer two separate professionals providing different services. To determine which […]

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Seeking Simplicity: Understanding SIMPLE IRAs and SIMPLE 401(k)s

For those who don’t have a 401(k) option through their employer—which includes some small-business owners—how to save for retirement might be challenging. In a competitive employment market, offering retirement options to new hires and existing employees may help you remain competitive and attract top talent.  Consider these retirement simplicity plans: The SIMPLE 401(k) and the […]

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An Introduction to Estate Planning for the Sandwich Generation

For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you’re juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off. But estate planning […]

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Financial Freedom, Market Volatility, and You

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed. Fortunately, history may help gain perspective on this market. Those who weather volatility might have more resilience. […]

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