Estate Planning Strategies Can Cause Major Insurance Coverage Gaps

Property and casualty (P&C) insurance is often overlooked during the estate planning process   A lack of attention to related insurance policies during the process may lead to significant coverage gaps that could derail the purpose of the estate plan […]

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Smart Consumer Series: Things to Consider Before Donating to a New Charity

Take time to research the group asking for the donation   To many Americans, the phrase “We support our troops” is more than just a bumper sticker. They put their money where their heart is and contribute to organizations that […]

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Smart Consumer Series: Deals on German Chocolates, Bread and Beer

Aldi wears its German roots proudly   Aldi carves a niche with imported German products you won’t find at your American supermarket chains: Seasonal Items – In early spring, it’s all about Easter. Look for Choceur Chocolate Surprise Eggs filled […]

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Smart Consumer Series: Basic Advice If Your Flight Gets Canceled

Basic advice on how to cope with flight disruptions of any kind   The worldwide grounding of the Boeing 737 Max is causing hundreds of U.S. flights to be canceled every day, scrambling the travel plans of thousands of passengers. […]

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Weekend Reading: Medicare – Everything You Want to Know but are Afraid to Ask

Medicare is an important piece of the American insurance landscape, not only for people age 65 and older, but for all Americans   Nearly 60 million Americans benefit from Medicare, and it is a vital part of the health insurance […]

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Smart Consumer Series – Maintaining Your Personal Financial File

Use this brief guide to organize your personal paperwork Everyone needs to keep certain personal financial files more or less permanently. But which files should you keep, and why do you need to keep them? How long should you keep […]

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Weekend Reading – Cyber Security for Small Business

The FTC provides a number of resources on cybersecurity topics   There are a number of online materials available to help you and your staff learn about cybersecurity and make it part of your business routine. Here are some ideas […]

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Smart Consumer Series – A Guide to Getting Your Student Loans Forgiven

More than 100 programs can help you erase some or all of your debt   Two-thirds of college graduates leave school with student loans averaging $29,000, and many struggle to pay that debt back. But while millions of borrowers could […]

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FAQ’s on 401(k)s

What you need to know about 401(k)s   Let’s face it, when it comes to talking retirement the discussion can go on. Knowing the questions to ask before meeting with your financial adviser, will save you time, money and give […]

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Smart Consumer Series – What to Buy (& Skip) in March

The 4 Best Things to Buy in March – and 3 to Skip   Warmer weather is just around the corner, and the end to your cabin fever is in sight! Before you head out to refresh your spring routine, […]

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