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Financial Planning

Money Mistakes Each Generation is Making

From Gen-Z to Baby Boomers, each generation faces unique financial pitfalls. Learn the most common money mistakes by age group—and how to avoid them.
Mar 5, 2017
Financial Planning

What You Must Know Before Converting Universal Life Insurance

We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.
Nov 15, 2016