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Pros and Cons of a Reverse Mortgage

Submitted by The Baran James Company, Inc. on March 17th, 2019

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

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Succession Planning

Submitted by The Baran James Company, Inc. on January 23rd, 2019
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Are Your Beneficiary Designations Up To Date?

Submitted by The Baran James Company, Inc. on August 2nd, 2018

Are Your Beneficiary Designations Up to Date?
Who should inherit your IRA or 401(k)? See that they do.

 

 

Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.” It is smart to periodically review your beneficiary designations.

 

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Retirement Questions That Have Nothing to Do With Money

Submitted by The Baran James Company, Inc. on January 23rd, 2018
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Why You Need a Personal Liability Umbrella Policy

Submitted by The Baran James Company, Inc. on June 14th, 2017

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is in the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.

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Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Submitted by The Baran James Company, Inc. on May 16th, 2017

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. It takes a thorough assessment of all of the possible risks and the business’ exposure to them to construct the right kind of insurance coverage.

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Financial Planning for Young Professionals

Submitted by The Baran James Company, Inc. on May 16th, 2017

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

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Game of Life: Financial Planning At Every Age

Submitted by The Baran James Company, Inc. on April 28th, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by The Baran James Company, Inc. on April 28th, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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8 Tips for Finding Balance Between Work and Life

Submitted by The Baran James Company, Inc. on March 16th, 2017

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

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