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Refresh Your Financial Plan with the Right Life Insurance Coverage
Spring is in the air—a season of fresh starts, new growth, and renewed focus. While many people use this time to clean their homes or...
Bessy Duarte
Apr 114 min read
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How to Set SMART Financial Goals for Q2 and Beyond
Setting financial goals is crucial for long-term success, but vague aspirations like "save more money" or "invest better" are not enough....
Bessy Duarte
Mar 272 min read
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The Ultimate Retirement Planning Checklist for March
Planning for retirement is a year-round process, but March presents a great opportunity to reassess your financial progress and fine-tune...
Bessy Duarte
Mar 183 min read
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Life Insurance for Small Business Owners: Preparing for Tax Season
As a small business owner, tax season brings both challenges and opportunities. While managing expenses and maximizing deductions, it’s...
Bessy Duarte
Mar 133 min read
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Last Call for February: Are You Financially Prepared for the Rest of the Year?
As February comes to an end, it’s the perfect time to take a step back and evaluate your financial readiness for the remainder of the...
Bessy Duarte
Feb 274 min read
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Life Insurance as a Safe Haven Against Economic Uncertainty
In an era marked by economic volatility, market fluctuations, and unpredictable global events, individuals are constantly searching for...
Bessy Duarte
Jan 236 min read
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2025: A Year to Rethink Your Financial Priorities
As we move into 2025, the world is in a constant state of flux. The financial landscape is being reshaped by economic uncertainties,...
Bessy Duarte
Jan 67 min read
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The Gift of Peace of Mind: Why Life Insurance Matters
When we think about peace of mind, we often envision a sense of security, stability, and freedom from worry. It's the assurance that no...
Bessy Duarte
Dec 9, 20245 min read
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How to Use Real Estate to Fund Your Retirement
Real estate has long been considered a reliable investment for generating wealth and income. For many, it’s not just a way to build...
Bessy Duarte
Nov 16, 20245 min read
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Understanding Long-Term Care Insurance: What You Need to Know
Long-term care (LTC) is a term that encompasses a wide range of services and supports needed by individuals who are unable to perform...
Bessy Duarte
Nov 7, 20246 min read
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How a History of Breast Cancer Affects Life Insurance Premiums
A breast cancer diagnosis can be a life-altering event that touches every aspect of a person’s life, from health and family dynamics to...
Bessy Duarte
Oct 18, 20247 min read
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How to Understand Your Life Insurance Policy’s Fine Print: A Comprehensive Guide
Life insurance can be a critical part of financial planning, providing peace of mind that your loved ones will be financially supported...
Bessy Duarte
Oct 11, 20246 min read
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How to Choose Between Employer-Provided and Private Life Insurance
Life insurance is a crucial component of financial planning, providing a safety net for your loved ones in the event of your untimely...
Bessy Duarte
Sep 20, 20244 min read
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How Life Insurance Protects Your Family’s Future
Life insurance is more than just a policy; it is a powerful tool that safeguards your family’s financial future in the event of an...
Bessy Duarte
Sep 9, 20246 min read
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The Benefits of Annuities for Self-Employed Individuals
Being self-employed offers freedom and flexibility that traditional employment does not, but it also comes with unique financial...
Bessy Duarte
Aug 31, 20246 min read
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The Role of Annuities in Social Security Planning
Planning for retirement involves making a variety of decisions that will impact your financial security for the rest of your life. One of...
Bessy Duarte
Aug 22, 20246 min read
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Managing Risk: A Key Component of Financial Planning
Risk management is an often-overlooked but critical aspect of financial planning. While many people focus on building wealth, managing...
Bessy Duarte
Aug 16, 20246 min read
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The Role of Annuities in Long-Term Care Planning
As people age, the need for long-term care (LTC) becomes an increasingly important consideration in financial planning. Long-term care...
Bessy Duarte
Aug 9, 20246 min read
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Financial Planning 101: Building a Strong Financial Foundation
Financial planning is essential for anyone looking to secure their financial future and achieve their life goals. A strong financial...
Bessy Duarte
Aug 1, 20245 min read
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An Insider's View of the Life Insurance Industry
The life insurance industry plays a pivotal role in personal financial planning and risk management. With its intricate mechanisms and...
Bessy Duarte
Jul 26, 20245 min read
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