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Protecting What's Important

Managing risk is a critical part of every successful financial plan. There are many sorts of risks to consider when considering your plan.

Some of the risks we seek to identify and help you manage include:

(1) Investment Risk 
(2) Economic Risk
(3) Inflation Risk
(4) Interest Rate Risk
(5) Longevity Risk
(6) Health Risks
(7) Untimely Death and Disability Risks
(8) Tax and Regulatory Risks

There are three basic approaches to dealing with  risk: 

(1) Avoid Risk 
(2) Accept Risk
(3) Manage Risk

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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