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Sep 18, 2017

Equifax Victim? Now What?

Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.

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Sep 4, 2017

Boat Insurance – Is It Necessary?

If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?

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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

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Aug 7, 2017

Your Aging Parent Is Ill – Now What?

If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...

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Jul 31, 2017

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...

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Jul 24, 2017

Annual Checkup Equals a Healthy Portfolio

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!

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Jul 17, 2017

Stock Market: Stay In or Get Out?

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

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Jul 7, 2017

What's in your overseas wallet? Money tips for the world traveler

Traveling overseas? Have you thought about how you will get money and spend money while there? Preparation may be both valuable and time saving!

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Jun 26, 2017

International Stocks: Is Now the Time?

After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...

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Jun 19, 2017

Saving Cash Abroad

Summer is here and the travel season is in full swing. If you’re planning to vacation abroad and explore other countries, now’s the time ...

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Jun 12, 2017

A Perfect Storm For Long-term Care Insurance

The long-term care industry continues to face a perfect storm. Sales are shrinking, premiums are increasing (especially for women), interest rates ...

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May 23, 2017

Home Prices: Going Up Says the Magic 8 Ball

Thinking about buying or selling a home? In Central Indiana, home prices have never been stronger! Will this trend continue? If so, how long? ...

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