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A couple going over insurance coverage options together at home

An Introduction to Insurance in Financial Planning

Insurance coverage can help you safeguard several different areas of your life moving forward. Find out how to assess your needs. You never know what the future holds. But you know you need to take all the available steps to secure your investments and protect your family’s legacy against whatever comes. When you’re creating your comprehensive financial plan, consider how insurance plays a role. Insurance, including annuities, can protect against various risks...

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Building Financial Security with Insurance Planning

Are you being proactive about insurance planning? Find out why it’s a critical part of risk mitigation and financial security. You began your financial planning journey to build financial security far into the future. Insurance planning plays a key role, helping you leverage various types of coverage to safeguard your wealth, prioritize risk mitigation, and improve your financial well-being. Insurance planning considers how different types of plans protect your assets, providing another...

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A Pile of Cash

Why Cash Is Not a Long-Term Investment

In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, and more. More recently, the possibility of worse-than-expected inflation and a delay of the first Fed rate cut have led to renewed investor concerns. At the same time, interest rates...

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A couple meeting with a financial advisor for investment planning guidance

Understanding Investment Planning for Long-Term Wealth Growth

Planning for long-term growth means carefully assessing goals, aligning your risk tolerance, and diversifying investments. Investment planning is a driving component of your wealth management strategy. It encompasses how you allocate resources to optimize returns and manage risk.  Investing involves a comprehensive analysis of your financial goals, risk tolerance, and timeline, laying the foundation for more informed investment decisions. With thoughtful investment planning, you can align your financial resources with objectives such...

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