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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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IRAs For Kids?

Submitted by Wale Advisory Group on July 16th, 2013

Many of our clients have IRAs that they will never use. So at some point, they will probably be passed on to their children and grand children. Since this may inevitably happen, what if you planned ahead, and used the IRA for your grandkid’s retirement? It may be a profound idea, but it’s completely possible!

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Seven Habits For A Longer Life!

Submitted by Wale Advisory Group on July 2nd, 2013

Are you living a life full of things that will bring you health and happiness? Hopefully you can check each of these items off your list. Let’s see:

1. REST UP! Getting enough sleep is crucial to your life span. Studies have shown that people who consistently got less than five hours of sleep a night, had shorter life spans on average.

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Are You Making The “Common” Retirement Mistakes?

Submitted by Wale Advisory Group on June 27th, 2013

Decisions are not always easy. Retirement decisions can be even harder. So how do you know if you’re making the best decisions that will positively impact your retirement? Good question! And we have the answers, but we have to sit down with you to understand your story as a whole, before we can give you those answers. 

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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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