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Helpful Resources

Helpful Resources

Take a moment to review some resources below that cover the following topics: Estate, Insurance, Investment, Lifestyle, Money, Retirement, and Tax. 

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.
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