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Tax Planning and Wealth Preservation

By Amelia | January 12, 2024

Tax planning and wealth preservation are critical aspects of managing the financial affairs of high net worth individuals (HNWIs). Proper tax planning can help minimize tax liabilities and protect accumulated wealth. Here are some insights into legal and strategic methods to achieve these objectives: Tax-Efficient Investment Strategies: o Invest in tax-efficient assets like tax-free municipal […]

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Christmas Light Safety Do’s and Don’t

By Amelia | December 8, 2023

Strands of sparkling holiday lighting make your home feel merry and bright, especially on a gloomy December day. However, if installed incorrectly, they have the potential to damage your home or electrical system. Before you grab your ladder and boxes of lights, review our list of do’s and don’ts for hanging holiday lighting strands safely. […]

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Holiday Cooking Safety

By Amelia | November 14, 2023

The holidays are a time for family, friends, fun, and food. Unexpected fires are not a popular addition to anyone’s holiday to-do list. Unfortunately, cooking-related fires make up the majority of home fires, with an average of 455 occurring daily. Thanksgiving, Christmas Eve, and Christmas have the highest number of kitchen fires of any day […]

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Safeguarding Against Deer Collisions

By Amelia | November 2, 2023

Tips and Insurance Insights to Avoid Deer Collisions A deer collision can be a perilous and nerve-wracking experience, not to mention the potential financial burden it can impose. In this article, we’ll explore how you can protect yourself from deer collisions while on the road and offer essential insurance tips to keep in mind. Stay […]

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How Much Life Insurance Do I Need?

By Amelia | October 31, 2023

Calculating Your Life Insurance Needs: A Step-by-Step Guide Life insurance is a topic that can evoke mixed emotions. It forces us to confront our own mortality while also reassuring us that our loved ones will be taken care of when we’re no longer around. Everyone’s life insurance needs are unique, but the underlying principle is […]

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Does Your Home Insurance Protect You from Pests?

By Amelia | October 26, 2023

Does home insurance cover you for damage from bats, or other wild animal or pest infestation? Halloween is just around the corner, and with it comes a common and somewhat spooky question: Does your home insurance protect you from damage caused by bats, rodents, snakes, wild animals, and other pests? The answer, like most insurance […]

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If a trick-or-treater falls on my property, am I liable?

By Amelia | October 11, 2023

Homeowner’s Insurance and Halloween Whether you are liable if a trick-or-treater falls on your property and the insurance coverage that may apply can vary depending on several factors, including the circumstances of the fall and your homeowner’s insurance policy. Here are some key points to consider: Premises Liability Homeowners can be held liable for injuries […]

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What Type of Business Insurance Do I Need?

By Amelia | August 3, 2023

Understanding the Essential Types of Business Insurance Whether you’re a freelancer, a home-based entrepreneur, or a small business owner, understanding the importance of business insurance is vital. As an everyday consumer pursuing business ventures, you need to safeguard your assets, finances, and reputation. In this blog, we will explore the types of business insurance that […]

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Financial Pros + Insurance Agents: A Winning Team for Your Wealth

By Amelia | July 29, 2023

Here is a resource flyer on the importance of a relationship between financial professionals and insurance agents. Need more resources? Click here to head over to our Learning Center.

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Realtors + Insurance Agents: Your Home, Fully Protected.

By Amelia | July 29, 2023

Here is a resource flyer on the importance of a relationship between a Real Estate Agent and an Insurance Agent. Need more resources? Click here to head over to our Learning Center.

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