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How Much Life Insurance Do You Really Need?

I think most of us would agree that life insurance is an important financial product to have in our arsenal. But in 2017, more than 4 in 10 people didn’t own a life insurance policy in any amount and 40% of those who did said they were under-insured. Why is there such a disparity? What are some of the obstacles people face when making their life insurance decisions?

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How To Teach Your Kids About Money

If you’re like most parents, you have a laundry list of things you want to teach your child so they grow up to be a successful adult who contributes to society. From a young age, you model and instruct them in how to share, what respect looks like, how to handle responsibility, and how to prioritize. As a society, we are excelling in some areas of parenting, but falling behind in others. In a recent National Financial Capabilities Study, only 24% of Millennials (age 23-35) were able to answer the first three financial literacy questions correctly, and a mere 8% answered them all correctly.

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Why I Became A Financial Advisor (Leslie)

I have always been interested in the world of finance. I studied finance in college and, with a desire to manage my own money, I decided I also wanted to help others do the same. This inspired me to become a financial advisor, and this has driven me ever since.

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We’re Never Too Busy To Help Someone You Care About

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work with for the long-term.

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