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Bank Funded Retirement Plan

Bank Funded Retirement Plan

Employee Retention

Employee Retention

Retirement Planning

If you've been procrastinating and putting off your retirement planning, now is an excellent time to review your finances and to update your financial plans for your future. It’s especially...

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IRA's/ 401k's

Over the last half century most people have a experienced a job change at least once. What most companies don't tell you is that you are eligible to roll over your old 401k to your new employer or to...

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Medicaid Planning

Medicaid Planning means taking advantage of legal options to help qualify for Medicaid sooner than otherwise possible.

Medicaid is generally only available to patients in nursing homes...

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College Planning

If you are within four years of incurring a college expense, you are in "short term college planning." Applying conventional long term financial planning or retirement style planning to achieve...

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Helpful Content

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.