3 Steps to Achieving Financial Wellness

Holistic health and wellness is a hot topic these days as we have come to understand that lifestyle choices, nutrition, stress levels and exercise all contribute to our state of well-being. Did you know that your financial health is also part of your holistic health picture? Financial wellness is a measure of your knowledge and […]

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The Importance of Estate Planning

Top 3 reasons you need to do some estate planning Even if you don’t think you have an estate, think again. An estate is simply the totality of an individual’s ownership of money, real estate and personal property. These are just a few of the reasons that people are confused and are asking, “Do I […]

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The 5 W’s: What educators need to know about life insurance

A common scenario. Two teachers meet, fall in love, marry and start a family. Part of the bond between them is they have summers off. Also, they understand one another, including their financial situation with regards to things like income, savings, retirement planning and benefits. It’s all good, right? Well, no, not necessarily. If you […]

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Teaching kids the value of money and the concept of insurance

As an Educator or parent, you are in a position to help kids learn Financial Literacy from an early age. Knowing how to manage money is a key skill that everyone needs as they grow up. Following are some key concepts about money, including the concept of money itself. Money What is money? What does […]

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