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Insurance

Buying Life Insurance

Key Takeaways Life insurance applications increased dramatically during 2020. The largest jump in applications was for those under the age of 45. You may be

Saving, Spending, and Borrowing

The Impact of Millennials’ Spending and Saving

Key Takeaways The millennial generation is the largest part of the workforce in our country right now. As millennials age, the amounts they’re saving and

Insurance

Found Money: Your Health Savings Account

Key Takeaways Health Savings Accounts (HSAs) are tax deductible, tax deferred, and tax-free when used for health or medical-related expenses. Many people don’t realize HSA

Insurance

The Importance of Risk Management

Key Takeaways When you’re examining your finances, risk management is an important part of the big picture. We have insurance for a number of things

Housing

5 Unexpected Costs When Buying a Home

Key takeaways When buying a new home, make sure you know about all the potentially unexpected costs associated with it. Know the costs up front,

Core Principles

3 Things You Need to Do to Be Successful

Key takeaways Rational optimism is far different that the stereotypical optimism. Successful people have a reasonable tolerance of risk. Become a rational optimist to be