Financial Briefs

Financial Briefs – September
9/21/2022

This month our Financial Briefs Newsletter discusses life insurance, homeowners insurance, and personal liability insurance. Let us know if you need help assessing your insurance needs.

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Financial Briefs – August
8/24/2022

College is expensive. Helping your children cover the costs could affect your own future. Unlike your children, you no longer have 40-plus years ahead of you to plan. The good news is, you can still help your college-bound children in ways that significantly reduce their burden without impacting your retirement plans. Please let us know how we can help maximize both your retirement and college savings.

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Financial Briefs – July
7/20/2022

We all know how important it is to save for retirement, and 401(k) plans have become one of the most effective ways to save. If you have access to a plan, you should take full advantage of it.  If you have any questions regarding your 401(k) please reach out to us.

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