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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths


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It's Not Just a Policy. It's Personal.

The insurance market is vast and ever-growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns and no two clients should have the same, cookie-cutter protection solution.

We are [NAME], an independent insurance agency in [CITY] with more than [NUMBER] years of experience building personalized insurance coverage for individuals, families, and professionals. As an independent agency, we are not tied to proprietary products, nor are we limited to sell select policies. Instead, we have access to the top insurance companies in the market. We focus on finding the right policy at the right price that you both need and want.

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Home Insurance

Buying a home is an exciting milestone in life, which is why most homeowners want to make sure that they protect their investment. Homeowners insurance usually includes both damage to property and liability for damage that policyholders may cause to others. Policies can be tailored to your specific needs.

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Life Insurance

Life insurance helps you protect your family and their future in the event of unforeseen death. Depending on the coverage, certain life insurance policies can provide a family financial security, a retirement income stream, and/or cash value you can use when you need it. Whichever coverage you choose, you can feel more confident knowing you’re prepared for unexpected life events.

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Auto Insurance

It gets you from point A to point B, but how protected is your automobile? Auto insurance can include property, liability, and medical coverage, depending on your needs and the state in which you reside. With a comprehensive policy, you can feel safer on the road, knowing you and your vehicle are protected.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Debt Stress

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There’s a link between debt and stress.


Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Best Apps in Travel

Technology tips to make your next trip even better.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate


You’ve made investments your whole life. Work with us to help make the most of them.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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