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Blogs

Your Kids’ Social Media May be Your Weak Link in Identity Security

Submitted by Alliance Investment Planning on July 13th, 2016

Perhaps the weakest links in the family security chain are the younger family members. The rise of social media as a gateway for children’s interaction with the world presents a substantial risk for families who otherwise try to keep a low profile. By posting details of their whereabouts, activities and plans, family members can inadvertently compromise their family’s security.

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What’s Your Risk Management Plan?

Submitted by Alliance Investment Planning on May 9th, 2016

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

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Long Term Care as Part of Your Multi-Generational Plan

Submitted by Alliance Investment Planning on May 9th, 2016

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.

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Debt and Retirement - How to Handle both when Nearing Retirement

Submitted by Alliance Investment Planning on April 7th, 2016

An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.

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What’s Your Risk Management Plan?

Submitted by Alliance Investment Planning on March 30th, 2016

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

  • Read more

Long Term Care as Part of Your Multi-Generational Plan

Submitted by Alliance Investment Planning on March 30th, 2016

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.

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Where You Live Matters - Counting the Cost of Long-term Care

Submitted by Alliance Investment Planning on August 18th, 2015

It probably comes as no surprise that the cost of long-term care services -- including nursing homes, assisted-living facilities, and home-based care -- continues to rise steadily across the country.

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Strategies for Smart Retirement Planning

Submitted by Alliance Investment Planning on August 18th, 2015

A study conducted by the Employee Benefit Research Institute estimated that Americans born between 1948 and 1954 will face a retirement savings shortfall of more than $70,000.1 How can you avoid a similar fate?

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Main Street Matters

Submitted by Alliance Investment Planning on August 18th, 2015

Dear Valued Investor:

The recent agreement between Greece and its creditors gave us a weekend off from dramatic headlines and looming deadlines that may threaten the global economy and financial markets. However, that hasn't stopped the media from fretting just the same.

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It's 2015: Do You Know Who Your Beneficiaries Are?

Submitted by Alliance Investment Planning on August 18th, 2015

Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations.

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