8 Small Steps Toward Financial Protection

8 Small Steps Toward Financial Protection

About half of all Americans make New Year’s resolutions. Along with exercising more and eating better, many people aim to get a better handle on their finances.  If you’re in that camp, we’re here to help. Here are some surefire steps to create a more financially ...
20 Reasons Not to Jettison Your Life Insurance After 60

20 Reasons Not to Jettison Your Life Insurance After 60

Let’s think about this: You’ve earned the majority of what you’ll ever earn over the past 40 years. You should have accumulated enough assets to retire and live happily ever after, right? The ups and downs of the financial markets, however, have been an eye opener ...
No Gym Required for These (Financial) Fitness Tips

No Gym Required for These (Financial) Fitness Tips

If you’re like me, your social-media feeds are jammed with headlines about getting “healthy and fit” in the new year. Of course, they’re referring to diet and exercise and common resolutions to drop pounds and work out more often. But it’s just as important to be ...
Experts Weigh in on Key to Financial Fitness

Experts Weigh in on Key to Financial Fitness

We asked some top advisors what their advice is for being financially fit. Here’s what they shared with us. How many of these can you tick off? It’s about the flow. Watch your cash flow and live within your means—that’s the starting point. Once that’s under ...

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