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Do you need disability insurance if you’re nearing retirement age? Like most financial planning questions, there is no single answer for every situation. Whether or not you need disability insurance near retirement depends on a…
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Recently, we completed a financial plan for a young professional (we’ll call him Adam). I’m happy to say that Adam was on a good track. He was maxing out his 401(k) each year and held…
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If you’re is looking for a way to be smarter with your money, you might want to think outside the box. Sure, you should invest heavily for retirement and buy the right insurance products to protect…
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