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Education Corner

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Financial awareness is important. We have created this education library to provide you with useful information and helpful tips.

Investments/Savings

We all know it is important to save money. However, it is important to understand how to save your money and how to invest it.

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Saving for College

Do you find yourself wondering when to start saving for college, how you can save for college or are looking for some helpful tips?

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Social Security

Social security is a progressive benefit for retirement to keep up with the cost of living.

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Taxes

Taxes are one of the biggest budget items for most taxpayers. Understanding tax strategies and managing your taxable income should be part of your financial planning.

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Retirement

Whatever your vision of retirement is, it is important you have a retirement strategy.

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Medicare

It is important to research Medicare before you reach the age of 65. Medicare helps cover the cost of health care, but it doesn't cover all medical expenses.

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Wills & Trusts

There are many important things to consider when creating your estate strategy. Wills and trusts are important documents that need to be considered as a part of your strategy.

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Disability Income Protection Insurance

Your ability to earn a living is your most important asset. What would happen if suddenly, due to an illness or injury, you were unable to work?

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Long-Term Care Insurance

The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives.1 It is important to understand long-term care and available services.

1. U.S. Department of Health and Human Services, 2019

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Debt

What is your attitude towards debt? As worldwide debt is expected to continue to grow, will you be caught in the debt trap?

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Home & Mortgage

Buying a new home is an exciting time, however it can be stressful and overwhelming if you aren't prepared.

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Charitable Giving

Take time to reflect on what is important in your life. Charitable giving can be an important part of your estate, tax, and financial planning.

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Year End Planning & Goals

You may ask why financial goals are important? Goals give us direction and prevent destructive behaviors when markets turn volatile.

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