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440.248.5625
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234.217.0318

What to Ask When Your Adult Child Moves Home

Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by the Pew Research Center, more than 32 percent of young adults lived with their parents in...

Year-End Financial Planning Checklist

As 2016 draws to a close, it’s time to begin organizing your finances for the New Year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much...

Estate Planning: It’s for Everyone

If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are...

Making the Most of Life Insurance Tax Benefits

The primary purpose of life insurance is to provide financial security for families and businesses. But did you know that it also offers a number of tax advantages? An income tax-free death benefit Generally, your beneficiaries won’t have to pay income tax on...