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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.


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

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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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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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