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Personal Tax History
Top federal income tax rate graph.
Basic Investment Tools
Individuals with investable funds often have a desire to put those \”extra\” dollars to work…
Modern Portfolio Theory
Everyone with money to invest faces a primary question: what do I invest the funds…
Annuity – LTC Combo Contracts
Providing for health care is a key part of retirement planning. For most Americans age…
LTC and Partnership
Private insurance is one of a number of ways that individuals who require long-term care…
Exchange-Traded Funds v.s. Mutual Funds
Exchange traded funds and mutual funds have similarities and differences. Compare and contrast them below!
Marquis Who’s Who Inductee
Katie J. Weibel has been Inducted into the Prestigious Marquis Who\’s Who Biographical Registry EAST…
Impact of Disability
While most Americans insure their lives and physical possessions such as their homes, cards, etc.,…
The Perfect Investment
Once an individual or family has reached the stage in life where there is enough…
Mutual Funds
Individuals with excess dollars to put to work in some form of investment have an…
Using Cash Value Life Insurance
Saving money in pursuit of an accumulation goal is a problem many of us face….
Asset Allocation
Asset allocation is an investment strategy that seeks to reduce investment risk, while maintaining a…
Recent Articles
- Financial Planning Made Simple: Stress-Free Money Management
- Why Businesses Should Work with a CFP for Financial Planning and Strategic Growth
- Why Estate Planning Can’t Wait: A Guide to Getting Your Documents in Order
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