Retirement Planning
According to a 2016 GOBankingRates survey, 35 percent of all adults in the U.S. have only several hundred dollars in their...
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Retirement Rollovers
The median number of years that wage and salary workers have worked for their current employer is currently 4.6 years, according...
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Investment Planning
Knowing which investment is right for you can be complicated. Some investments are taxed more favorable than others. We will discuss...
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College Plans
A recent study from Georgetown University found that, on average, college graduates earn $1 million more in earnings over their lifetime....
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Insurance (Life, Health & Disability)
Insurance is one of those things you would rather have and not need, than need and not have. Insurance is not...
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Financial Literacy Workshops/Corporate Lunch & Learns
Financial illiteracy is one of the main causes of poverty in America. Bad financial habits are passed down from generation to...
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