Category: Estate Tax & Planning

How Much Do I Need to Save to Retire?

Knowing how much you need to save based on how old you are now can start you on the path to help you reach your retirement goals. There are a few simple formulas that you can use to come up with the numbers.

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Life Insurance – Do you Buy, Rent, or Borrow?

Without a doubt, life insurance is valuable protection provided by your employee benefit plan, but should it be the only life insurance coverage you have? Probably not, if you want to ensure you have long term protection sufficient to cover all your family’s financial needs should you die unexpectedly.

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What Is Financial Health?

To get a better grasp of your financial health, it might help to ask yourself a few key questions—consider this a self-assessment of your financial health.

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