Life insurance is an agreement between you (the insured) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay…
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All posts by John Marx
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be…
What if you’re nearing retirement and you determine that your retirement income may not be adequate to meet your retirement expenses? If retirement is just…
For many workers, the sudden change from employee to retiree can be a difficult one. Some employers, especially those in the public sector, have begun…
You’ve worked hard your whole life anticipating the day you could finally retire. First of all, congratulations if that day has arrived! You’ve spent a…
Tax season offers you a great opportunity to revisit your investment portfolio. While you should be sure to take into account your bigger picture goals,…
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