Financial Education

Four Pillars Illustrated

Four Pillars Illustrated

The foundation of a successful plan for wealth management rests upon four pillars–build, manage, protect, and transition wealth. A concept, which is clearly illustrated in the fictional life of John Jones. Investment: Build Mr. Jones has successfully started his...

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The Gift of Fraud

The Gift of Fraud

The holiday season is one of the busiest times for consumer’s wallets and your business. Additionally, fraudulent payment card activity occurs more often during this time, which could be very costly to your business and your customers. For that reason, it is important...

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From Application to Approval

From Application to Approval

Once you’ve found your dream home and selected your preferred loan program, the lender’s goal is to get you into your new home as soon as possible. It generally takes 30 to 45* days to close on a home, and for most of that time, you’re waiting for the paperwork to...

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Insurance for a Long Life

Insurance for a Long Life

For most types of insurance, we are thinking about protecting others and removing ourselves from the liability of other’s harm. It’s not about a big payout for us, it’s about preventing a big payout from us. Insurance is often viewed as protection for us and our...

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Let’s Dive Into Loan Options

Let’s Dive Into Loan Options

How can you be sure you’re making the best decision about your home financing? There are so many choices, different requirements, and special programs … it can make your eyes cross. When you apply for your mortgage, you’ll be asked a lot of questions about your...

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