Further Reading
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Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Life Insurance: Who Needs It?
Life Insurance: Who Needs It? AUGUST 2, 2024 | PRESSBANNER.COM“Our advice—that term life is a better deal for most families—hasn’t changed.”...
Diversify Stock Rabbits with Bond Turtles
RETURNS AND RISKS A drawing of the Modern Portfolio Theory, an investment theory created by Nobel Laureate Harry Markowitz in 1952. If stocks...
The Rule of 72
The Rule of 72 JULY 11, 2024 | PRESSBANNER.COMThe Rule of 72 strongly suggests early investing in long-term stock, gold or real estate....
For the Love of Stocks
For the Love of Stocks JUNE 28, 2024 | PRESSBANNER.COM“In a recent nationwide survey of working age Americans, 79% agree that the nation faces a...
Financial Life Planning and Homelessness
Financial Life Planning and Homelessness JUNE 14, 2024 | PRESSBANNER.COM“171,000 people experience homelessness daily. California is home to… 30% of...
What is Financial Life Planning?
What is Financial Life Planning? MAY 31, 2024 | PRESSBANNER.COM “The unexamined life is not worth living.” —Socrates I am an evangelist for...
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