Business Succession: Questions You Need to Ask

August 21, 2014 by Staff Report

Do you have a business succession plan? Life-changing events or retirement can bring on some tough choices.It's not unusual for business owners to find a…

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Seniors: Helping Prevent Investment Fraud

August 14, 2014 by Staff Report

Protecting your retirement nest egg and sustaining your retirement income are challenging enough. Taking precautions to help guard your investments from fraud is important.People who…

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Feeling Anxious About College Tuition?

August 7, 2014 by Staff Report

Did you know that in the 2012-2013 academic year, more than $238.5 billion in financial aid (grants, federal loans, federal work-study, and federal tax credits…

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Income Strategies for Retirement

July 31, 2014 by Staff Report

Will I have enough money in retirement? It's a question more and more Americans are asking.Baby boomers, in particular, wonder if they'll be able to…

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Planning for Incapacity: Four Essential Documents

July 24, 2014 by Staff Report

Preparing for worst-case scenarios brings peace of mind during the best of times. Here's why.In 2003, Tom was a healthy 43-year-old approaching the height of…

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Planning for Incapacity: Four Essential Documents

July 24, 2014 by Staff Report

Preparing for worst-case scenarios brings peace of mind during the best of times. Here's why.In 2003, Tom was a healthy 43-year-old approaching the height of…

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The New Retirement: Making Different Choices

July 17, 2014 by Staff Report

"Retirement is an opportunity to open a new, active chapter in life." Do you agree with that statement?An increasing number of Americans do and it's…

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Does Your Plan Need a Makeover?

July 10, 2014 by Staff Report

Generally, you feel better -- more confident -- when you're sporting a new look.Sometimes, even the smallest changes can make a big difference in your…

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Long-term care insurance: ?Who needs it??

July 3, 2014 by Staff Report

"Not me," you say. You're young. You're healthy. You eat right, exercise, and get regular check-ups. Just a few of the reasons people today are…

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Facing Divorce? Organize Your Finances Now

June 26, 2014 by Staff Report

If you're in a marriage that's ending, you'll need to gather certain financial documents to help you evaluate your assets and understand the financial position…

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