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Your Auto Insurance Doesn’t Cover Your Biggest Risk

Submitted by Wale Advisory Group on September 12th, 2016

Most people are quick to purchase the maximum collision and comprehensive coverage available to protect their new car.  However, the costs associated with fixing or replacing even the most exotic car pale in comparison to the amount of money people will shell out to pay liability claims.

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Personal Loans and Credit Card Payoffs - What You Need To Know

Submitted by Wale Advisory Group on September 2nd, 2016

With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to handle and pay off their credit card debt. This is where a personal loan might come into play. Using a personal loan to pay off your credit card debt can help you manage your overall debt once and for all… if you know how to navigate the pitfalls.

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Will It to be So: Things to Consider for a Strong Will

Submitted by Wale Advisory Group on August 30th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

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How to Purchase the Right Amount of Life Insurance

Submitted by Wale Advisory Group on August 26th, 2016

Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of coverage to provide essential protection needs, many people tend to adhere to simplistic rules-of-thumb, such as a “multiple of income,” which may leave them wondering if they own too much or too little coverage.

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Why Financial Planning is an Absolute Necessity for Everyone

Submitted by Wale Advisory Group on August 22nd, 2016
 

Debt After Death – Do You Have it Covered?

Submitted by Wale Advisory Group on August 19th, 2016

Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact that nearly 60% die without a will is a strong indication that they’ve given absolutely no thought to it.

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Investing for Retirement: What Would Warren Buffett Do?

Submitted by Wale Advisory Group on July 19th, 2016

Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all

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The 4 Essential Elements of a Retirement Plan

Submitted by Wale Advisory Group on June 27th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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Our Biggest Financial Challenges are often Self-Inflicted

Submitted by Wale Advisory Group on May 27th, 2016

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

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$1 In 2000, Would Be $1 Today

Submitted by Wale Advisory Group on August 16th, 2013

A recent article over at CNBC.com, touched on something that hit home. If you would have invested $1 in the market back in the year 2000, it would only be $1 today! Can you imagine? Of course you can, because it may have happened to you.

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Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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