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Jul 11, 2016

Smoking and Financial Health

Smoking cigarettes will negatively impact your physical health. This is a widely known fact. Have you considered the financial impact?

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Jul 5, 2016

After the Vote: Impact of Brexit

The UK is leaving the EU. Reaction: Yikes! What does this mean to you and me? Nothing or everything? Why did they vote to leave? What will change and how quickly?

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Jun 19, 2016

Who Will Care for You?

Americans age 65 and older have more than a 70% chance of needing some form of long-term care. Aging at home as well as residing in an assisted living facility or retirement community are all options.

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Jun 12, 2016

Wedding Costs! Really?

If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.

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Jun 6, 2016

Over 50 and Need Life Insurance

Life insurance is a necessity for most people at some time in their lives. Age, health, and the desired death benefit determine a policy’s premium. What does this mean if you are over age 50?

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May 23, 2016

Design Your Portfolio to Fit You

Your investment portfolio must reflect what your money needs to do for you. If it doesn’t, you may be taking too much risk with your investments or, on the other hand, you may be missing out on important growth.

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May 17, 2016

Is Alternative Lending a Viable Investment?

Get approved for a loan in minutes! Have access to money in just a couple of days! These are claims commercials, both on-air and online, make these days.

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May 3, 2016

Vacation Timeshare: Research Before Purchase

Do you enjoy vacationing every year at a favorite resort? If so, you have likely been approached to purchase a local timeshare unit.

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Apr 25, 2016

Negative Borrowing Rates – Can’t Happen, Right?

In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.

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Apr 18, 2016

Financial Fraud Against Seniors

Five million! That’s the number of financial fraud cases perpetrated against seniors in the United States each year according to a recent study by Consumers Digest.

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Apr 11, 2016

When Good Funds Go Bad

We all know what to do when good pets go bad – make a bad reality TV series! But what should an investor do when a good mutual fund “goes bad?”

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Apr 4, 2016

New 529 Savings Plan for Disabled Individuals

On March 21, Governor Pence signed legislation allowing Indiana to create the ABLE savings account for people with disabilities. These accounts have favorable tax benefits, but also some drawbacks. Regardless, this could be a game-changer for special needs individuals!

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