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Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself.

Financial Planning for Young Professionals

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time planning her future, she also had everything in place to save and manage her money tax efficiently, and she still owned the individual disability policy she has had since residency.

How To Hit Your Savings Goals

Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track. But how do you ensure your financial goals become reality in your lifetime?

How To Hit Your Savings Goals

Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track. But how do you ensure your financial goals become reality in your lifetime?

Using a SPIA to Purchase Life Insurance

If you work with older, high net worth clients, you have most likely uncovered the need for life insurance, either to provide estate liquidity or for the purpose of increasing a family legacy. Whatever the reason, a life insurance policy is a major purchase for older clients, often requiring the payment of large premiums for the remainder of their lives.

Life Insurance Replacement: What You Need to Know

The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not uncommon for many people to change their life insurance coverage three or four or even eight times throughout their lifetime.

Infographic: Finance 101 - A Lesson in Helping Your Student Pay For College

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Infographic: 8 Tips for Finding Balance Between Work and Life

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Is 'Freedom 55' an Option Anymore?

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60.

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