For Individuals

 

Insurance

Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like
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Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by
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Financial Planning

A financial plan is a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to achieve those goals. Good financial planning should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life
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For Business Owners

 

Retirement Plans

The two simplest reasons to start a retirement plan for your business: It has a good possibility to save you money in taxes at the end of the year, and It is good for employee retention and morale. According to a survey by Glassdoor, employees said health insurance is, by far, the most important
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Health Insurance

There are many benefits you can offer through your business, but there’s one winner that rules them all: Health insurance. That’s because it keeps your team healthy and happy, and it signals that you care about their well-being. In fact, many small business owners agree, even if they aren’t required
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Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without
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Key-Man Insurance

Key man insurance is simply life insurance on the key-person in a business. In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business--the ones whose absence would sink the company. You need key man insurance on
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