Category: Planning

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Aging and Long-Term Care Insurance

Thinking about aging can be challenging. The existential significance of the aging process is daunting.  Then, on top of that, there is the question of the financial implications.  For most

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Personal Planning

I am happy to report that we are interacting with more and more people on the subject Mindful Finance, which we have chosen to champion. In these interactions the concept

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Cash Value Life Insurance?

More and more we’ve been using cash value, whole life insurance as an addition to clients’ investment portfolios. The reason for this isn’t that the age-old industry of life insurance

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