Insurance, annuities and investment accounts
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Time to step on the 'ladder'?
There are specific risks at certain points in life. Here is a strategy to tackle them.
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Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
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What people don't know about Social Security, but should
It’s startling how little people really know about what could be their biggest asset in retirement.
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Financial literacy? The 5 toughest terms we could think of
Here's a selection of jargon to test your financial literacy limits.
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Disability income insurance: How to use it
Injuries happen. Disability income insurance can help lighten the financial burden.
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Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
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Can video games teach kids fiscal responsibility?
Depending on what they're playing, they might actually be learning to be smarter about money.
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Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
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Knowing which financial eggs are where
Diversifying your investments may be a wise strategy over time.
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Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
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The dollars and sense of financial literacy
Americans, especially kids, need help learning the basics of money management.
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Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
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Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
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Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
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Understanding dollar-cost averaging
Investors use this method to strike a balance between playing the market and staying on the sidelines.
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Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
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