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Most people would agree that life insurance is an essential piece of the financial puzzle in that it protects those we love and makes their lives a little easier if the unthinkable were to happen. But despite its importance, more than 4 in 10 people don’t own a life insurance policy in any amount and 40% of those who do say they are under-insured.

Most people would agree that life insurance is an essential piece of the financial puzzle in that it protects those we love and makes their lives a little easier if the unthinkable were to happen. But despite its importance, more than 4 in 10 people don’t own a life insurance policy in any amount and 40% of those who do say they are under-insured.

No company is immune from corporate challenges regardless of past success or long term prospects. Even very stable companies can face unexpected losses due to unforeseen events such as competitive pressures, mergers & acquisitions, legal issues, management turnover, disruptive technology, etc.

Qualcomm offers a generous benefits package to it’s employees. In addition to what you would expect from a typical Fortune 500 company, they also offer an employee stock purchase plan which has been a great benefit for employees working to build their financial assets.

If you are trying to find out what you’re paying in fees and it’s taking longer than 15-20 minutes to get an answer, you might want to make a change. 

Planning for retirement can be one of the most challenging endeavors people undertake. There is so much information out there, so many strategies, and so many calculators. Just a simple Google search will give you an overwhelming amount of responses.  

Did you know that most investors portfolios only receive half of the gains of the stock market? This is because of investor behavior or buying and selling at the wrong time.

On Wednesday, December 20, 2017, Congress passed the final version of their new tax bill, which was signed into law by President Trump. Since the campaign trail, President Trump has spoken of sweeping tax reform and this bill entails a number of changes to the U.S. tax code that will impact both corporations and individuals.

For many of us, $1 million dollars sounds like a magical number. The idea of being a millionaire makes us think of financial security and comfort. Thanks to inflation, increased housing costs, and costly medical needs, $1 million may not last as long as you think.

When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make any resolutions to put your finances first this year? Finance-related resolutions are the third most popular New Year’s resolution, following self-improvement and weight loss.