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Ensuring your hard-earned savings is there for generations to come.

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Factoring Insurance Into Your Financial Plan

Insurance acts as a life vest, keeping you afloat in difficult times. Framed in a mindset of care, insurance is one way to protect your loved ones in the event of your inability to. As you near retirement, it is a good idea to think about the type of insurance you may need going forward. Below, I have outlined the pros and cons of 3 main insurance plans: life insurance, health insurance, and long-term care insurance. This list is meant to give you an idea of what lay just beyond the horizon, and how insurance plans could fit into your financial strategy.

Financial Planning Retirement Planning
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Having Family Conversations About Finances

Discussing our finances with our parents or, in some cases, our children, can be incredibly uncomfortable. But working on our finances alone, especially when we want our financial growth to positively impact the family members around us, can often be counterproductive. Having these meaningful conversations with parents, children, or close family members and friends, is important for a variety of reasons.

Financial Planning Retirement Planning