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Archives for May 2024

Why You Need an Estate Plan (And It’s Not Just About Your Assets)

May 8, 2024 by Max Hann

Most people know they should have a will, but an estate plan is so much more than that. It’s a comprehensive set of documents that outlines how you want your assets and responsibilities handled if you become incapacitated or after you pass away. And get this — a recent survey found that inflation has actually caused more people to see the need for an estate plan.

Filed Under: Articles

7 Practical Tips to Start Saving Money Today

May 8, 2024 by Max Hann

Are you tired of living paycheck to paycheck and want to start building a healthy savings account? Building a healthy savings habit can feel like a daunting task, but with the right strategies, it’s more achievable than you might think. In today’s blog post, we’ll share 7 practical money-saving tips to help you start saving […]

Filed Under: Articles

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