CLIENT PORTALS
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Understanding Long-Term Disability Insurance
- July 26, 2019
- Posted by: Danny Michael
- Category: Insurance
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UNDERSTANDING LONG-TERM DISABILITY INSURANCE Long-term disability insurance (LTD) provides varying levels of income replacement in the event that you become disabled and can no longer work. This is an important building block for creating a secure financial foundation for your family. 71% of US adults do not have enough savings to replace their income for
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Creating Your Retirement Plan
- July 26, 2019
- Posted by: Danny Michael
- Category: Retirement
Creating Your Retirement Plan Everyone has heard the old adage, “Failing to plan is planning to fail,” and when it comes to retirement, this statement couldn’t be truer. Without having a properly formulated and well thought out plan in place, you can lose thousands of dollars by selecting the wrong social security strategy, paying unnecessary
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Creating Your Personal Financial Statements
- July 19, 2019
- Posted by: Danny Michael
- Category: Retirement
Creating Your Personal Financial Statements When constructing your financial plan for retirement, there are some key financial statements that you will want to draft prior to performing an analysis of your situation. Most of us are familiar with a personal balance sheet and income statement, which track your net worth and monthly or annual cash