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Blog

Two people having a picnic by a lake
Mark Angelo | Apr 20, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Mark Angelo | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Mark Angelo | Apr 6, 2022

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

College
Savings
Finance
So you’ve got your degree, now what? These days, only on television is landing your dream job after graduation a thing that could actually happen.
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Married couple in front of lake.
Mark Angelo | Mar 30, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Mark Angelo | Mar 23, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Mark Angelo | Mar 16, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Hands holding a small wrapped present
Mark Angelo | Mar 9, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Business handshake.
Mark Angelo | Mar 2, 2022

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Mark Angelo | Feb 23, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Child with apple.
Mark Angelo | Feb 16, 2022

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Two older businesspeople looking at a tablet screen
Mark Angelo | Feb 9, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Married couple a bench staring at ocean.
Mark Angelo | Feb 2, 2022

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
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