The Macro View

Insurance Protection for Life’s Key Stages

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Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular stages of life. This can help individuals and families examine their insurance requirements in order to make future plans. Starting… Read more »

Financial Planning for Young Professionals: Starting Your Trek Toward Financial Freedom

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Key Takeaways in This Blog Post:  Young professionals and other individuals just getting started with financial planning can easily position themselves for long-term success with just a few thoughtful financial choices  Make the most of your 401k plan by contributing enough to maximize your employer’s matching contribution  Take advantage of a Health Savings Account (HSA) if available… Read more »