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29 Sep GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED

Posted at 17:21h in Retirement Planning by Kevin Nast 0 Comments

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If you’re going to say “I do”, here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it's important for you to start planning your financial future together and putting your finances on...

21 Sep SHOULD YOU DOWNSIZE FOR RETIREMENT?

Posted at 10:49h in Retirement Planning by Kevin Nast 0 Comments

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It may be better to sell that big home rather than keep it. You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your...

31 Aug WHAT EXACTLY IS WEALTH MANAGEMENT?

Posted at 19:31h in Financial Planning, Wealth Management by Kevin Nast 0 Comments

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The Two Words Signify a Far-reaching Kind of Financial Care. There’s financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one person) provides a range of services for a client: personal financial...

23 Aug IT’S TIME TO REVIEW YOUR INSURANCE!

Posted at 06:13h in Life Insurance by Kevin Nast 0 Comments

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September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and...

48167 Tag

29 Sep GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED

21 Sep SHOULD YOU DOWNSIZE FOR RETIREMENT?

31 Aug WHAT EXACTLY IS WEALTH MANAGEMENT?

23 Aug IT’S TIME TO REVIEW YOUR INSURANCE!

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