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Are You Covered by These Five Key Insurance Policies?

Insurance is one of those financial products that often doesn’t get the attention it deserves. Most of us purchase a policy, then forget about it, thinking we have done our due diligence and crossed that off the financial responsibility to-do list. But a great investment portfolio means nothing if your financial plan doesn’t include appropriate protection against risks. Risk management through insurance is a critical part of a comprehensive financial plan. Without adequate insurance coverage, your financial future is not secure.

 

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Should You Pay Down Your Mortgage or Invest the Money?

We all know that the number one rule of finance is to earn and save more than you spend. But after budgeting and working hard for decades, you may start accumulating more money each month than you actually need. The question is, what’s the most appropriate way to use it? 

 

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What a True Investment Portfolio Diversifier Should Accomplish

If there is one goal investors should pursue, it is having an investment portfolio that can stay strong regardless of the market conditions. No matter what our investment goals or strategies, we all face the same problem of uncertainty and risk. Instead of just accepting this uncertainty and hoping for the best, consider this: it is possible to build a portfolio that will perform well during the inevitable ups and downs of market cycles.

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Jumpstart Your Financial Plan for 2018!

We’ve all heard the stats; 80% of New Year’s resolutions fail by February.(1) Good intentions are wonderful, but if you don’t take the small steps to make your goals a reality, any change will be short-lived. Here’s the good news: it doesn’t have to be this way. If you have dreams of turning your finances around or setting a firm financial foundation, here are some actionable steps to jumpstart your financial plan in 2018!

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