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Financial Basics

Life Insurance Basics

Life Insurance Basics

Are you wondering what your life insurance options are? Our simple breakdown of life insurance possibilities in the download below will give you the information you need to make an informed decision. 


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Long Term Care Basics

Long Term Care Basics

Long term care insurance is something you might consider implementing sooner rather than later. Our simple downloadable worksheet will help you move forward with the next step.


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Investment Basics

Investment Basics

Who will own, control, and benefit from the invested funds and when? What tax strategies should you consider? Do you have a clear understanding of your risk tolerance? We're addressing these issues and more in the downloadable worksheet below. 

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Meaningful Budgeting

Meaningful Budgeting

We recognize the importance of budgeting, but we also recognize that
chances are good that no two people will spend their money in the same
way—and that’s the way it should be. In order to marry those two ideas,
we came up with a unique and personal approach to budgeting that
begins with what is most important to you.

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Understanding Your Goals

Understanding Your Goals

It is literally impossible to determine the direction in which you should head, unless you know two things: where you are and where you want to go. So, where are you? You’re in your current life, so to speak. Where are you trying to get to? The life you want. This downloadable worksheet will help you determine long and short-term goals so you have better success in reaching them.

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Credit Basics

Credit Basics

 When you apply for a loan or for a line of credit, your creditworthiness must be evaluated. The primary way that creditworthiness is quantified and expressed is via credit score. Here's how your credit is evaluated.

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Debt Basics

Debt Basics

Understand the different types of debt and the ways in which debt is categorized. Also learn the dynamics of payment calculations.

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