Posts Tagged ‘Insurance’

Tell Your Beneficiaries About Your Accounts and Policies

Tuesday, May 24th, 2016

Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely...

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Personal Finance Tips for Younger Employees

Wednesday, July 16th, 2014

If you are just starting out, the world of personal finance can seem daunting. In particular, saving for a home or planning for retirement may seem like dreams too distant in the future to tackle now. However, there are some relatively quick and painless things you can do now...

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Why is Disability Insurance Important to My Financial Plan?

Thursday, January 30th, 2014

By Mark Jensen, Associate The other day I was speaking with a client and they asked me the following question… Why is disability insurance important to my financial plan?  I will address this subject in today’s post. Let’s get one fact out of the way, DISABILITY INSURANCE IS EXPENSIVE! ...

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How Much Does Long Term Care Insurance Cost?

Wednesday, November 6th, 2013

“One million dollars.“  That’s not actually true, but I’m sure that’s what Dr. Evil would tell you. In all reality, the answer is, “it depends…” What does it depend on, you ask?  The cost of Long Term Care Insurance will be based on a variety of factors, including: Plan...

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How to Design a Long Term Care Insurance Policy

Tuesday, October 22nd, 2013

Last night, I was watching this great movie about designing a long term care insurance policy. You know which movie I’m talking about, don’t you? Groundhog Day. That’s right, Groundhog Day.  What, you don’t see it? Okay, okay, I’ll explain – Bill Murray gets to keep reliving a single...

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