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Monthly Themes

September 2021 Theme : Wealth Transfer

Managing an Inheritance

Managing an Inheritance

Click on the link below to find out how inheriting wealth can be both a blessing and a burden.  

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August 2021 Theme : Paying for College

Is College Worth It??

Is College Worth It??

Click on the link below to download an article that attempts to help you understand the costs and benefits of college.

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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

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Saving for College

Saving for College

This calculator may help you better assess the overall price tag of higher education.

Click Here for the Calculator

Financial Aid for Students 101

Financial Aid for Students 101

Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in extracurricular activities, and enroll in challenging classes to impress a college admissions board. On top of that, the financial cost of higher education may add to what is already a stressful time in an ambitious student’s life. Luckily, with a little preparation, you may be able to make applying for financial aid painless and stress free. Click to learn more.

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July 2021 Theme : Life Insurance

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator may help you better assess your family's needs in the event of your untimely death.

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Life 101 : The Purpose of Life Insurance

Life 101 : The Purpose of Life Insurance

Click on the link below to see the video explaining more about the value of life insurance.

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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works:

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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums...

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