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June 3, 2025
Shelter From the Storm: What is Umbrella Coverage and How Much is Enough?

Life can present surprise storms when you least expect them. Is homeowner’s and auto insurance enough to weather a bad storm, or is there something more? This article covers the purpose of umbrella coverage and how it can protect a household in a financial downpour.

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May 19, 2025
Navigating Life's Biggest Moments: From Milestones to Curveballs, Are You Prepared?

Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.

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May 13, 2025
The Rising Costs of Back to School and Education

The rising cost of education is a growing concern for many families. This article addresses contributing factors and offers practical solutions for effectively managing the financial burden. Discover tools and actions to help plan for future education expenses.

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May 6, 2025
Analyze Colleges Just Like You Would a Stock

Can you use stock analysis principles to evaluate colleges? By considering selection as an investment, learn about return on investment, long-term benefits, and financial feasibility. It’s a strategic approach to make the most out of higher education choices.

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April 21, 2025
Monitoring & Managing Business Credit Reports

It’s a good practice to review personal credit reports from the major credit bureaus, but have you considered monitoring them for your business? This article walks through why it’s important for business owners and partners to pursue a good business credit rating.

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April 15, 2025
Is The University of Michigan Consumer Sentiment Too Pessimistic?

What is happening with the latest economic data? Both the hard and soft data have been softening. Do you know the difference? What does this mean for our economic outlook at home? Let’s take a look at the GDP, inflation and durable goods, as well as consumer sentiment.

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April 8, 2025
Could the Roth 401(k) Be Right for You?

What are the major differences between the traditional Roth IRA and the 401(k) Roth? There are benefits to the employer-offered 401(k) Roth, like the ability to save more than in a traditional IRA, however, since it is part of the 401(k), there are some restrictions.

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March 31, 2025
Risk Tolerance: What's Right for You?

When it comes to investing, each person has a different tolerance for risk. A friend or coworker may not give a second thought to an investment that leaves you feeling uneasy. Do you know what factors to consider when coming up with the level of risk that best suits you?

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March 24, 2025
April Showers Bring May Flowers AND Tax Day

Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come. Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.

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March 17, 2025
Required Minimum Distributions & Tax Strategies

This article covers essential questions regarding required minimum distributions (RMDs) and associated tax strategies. It provides guidance on understanding RMD rules, managing tax liabilities, and optimizing financial strategies in light of IRS regulations.

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