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June 2019

Disability Insurance

A One-in-Four Chance

Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about
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UGMA and UTMA

Giving Money to Kids, Part 3: Minors Trust, UGMA and UTMA Accounts

Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you,
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Back to Basics: 3 Ways to Pay Down Debt

Back to Basics: 3 Ways to Pay Down Debt

What’s the difference between “good” and “bad” debt? Get a snapshot of debt levels in the U.S. today — and learn three of the most-used methods for paying it off.
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