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Aug 8, 2016

Who You Gonna Call?

If you have a ghost problem, it’s obvious to call “ghostbusters”, but when you need assistance with your money, things get much more serious. Finding an advisor who has the knowledge, experience, and ethics requires you to look under the hood and kick the tires.

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Aug 1, 2016

International Stocks: Is it Time to Buy, Sell or Hold?

What’s going on with the international stock market? Prudent investors use international stocks to diversify their portfolios.

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Jul 25, 2016

Getting Divorced? Understand the Money Issues

Divorce is a traumatic experience and financial aspects can add to the stress. Decisions are hard to make if you don’t have a clear and complete understanding of the family’s current financial situation and what your future may look like.

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Jul 18, 2016

Who Should You Trust?

According to the Bureau of Labor Statistics, over 250,000 professionals call themselves financial planners or advisors. When looking for advice, how do you determine who is qualified to provide you the personalized plan that can achieve financial independence?

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Jul 11, 2016

Smoking and Financial Health

Smoking cigarettes will negatively impact your physical health. This is a widely known fact. Have you considered the financial impact?

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Jul 5, 2016

After the Vote: Impact of Brexit

The UK is leaving the EU. Reaction: Yikes! What does this mean to you and me? Nothing or everything? Why did they vote to leave? What will change and how quickly?

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Jun 19, 2016

Who Will Care for You?

Americans age 65 and older have more than a 70% chance of needing some form of long-term care. Aging at home as well as residing in an assisted living facility or retirement community are all options.

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Jun 12, 2016

Wedding Costs! Really?

If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.

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Jun 6, 2016

Over 50 and Need Life Insurance

Life insurance is a necessity for most people at some time in their lives. Age, health, and the desired death benefit determine a policy’s premium. What does this mean if you are over age 50?

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May 23, 2016

Design Your Portfolio to Fit You

Your investment portfolio must reflect what your money needs to do for you. If it doesn’t, you may be taking too much risk with your investments or, on the other hand, you may be missing out on important growth.

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May 17, 2016

Is Alternative Lending a Viable Investment?

Get approved for a loan in minutes! Have access to money in just a couple of days! These are claims commercials, both on-air and online, make these days.

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May 3, 2016

Vacation Timeshare: Research Before Purchase

Do you enjoy vacationing every year at a favorite resort? If so, you have likely been approached to purchase a local timeshare unit.

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