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6 Signs It’s Time to Retire

It can be difficult to figure out when you are truly ready to retire. Some people aim for a certain retirement age, perhaps 62 or 65, while others set a financial goal, such as $1 million in a retirement account. Read more...Investment Advisory Services offered...

Universal Life Insurance

Life insurance is an important resource as you build out a long-term financial strategy for you and your family. It provides your family with a monetary death benefit in the event you pass away. Read more...Investment Advisory Services offered through Investment...

Children’s life insurance policies have value

Life insurance for children is not something parents typically think about. But according to Sid Halpern, founder and CEO of Halpern & Associates in Independence and Moreland Hills, and Lee Nathans, account executive at Call Insurance Agency in Columbus, a life...

New coronavirus relief bill is likely coming in August

The top Democrat and Republican in the House cast doubt Tuesday on whether Congress can pass a coronavirus relief bill in time to avoid disrupting a key financial lifeline. Read more...Investment Advisory Services offered through Investment Advisor Representatives of...

Are you receiving unemployment? Read this before filing your taxes

Millions of Americans have lost their job during the COVID-19 outbreak and are relying on unemployment benefits as they pay their bills and re-start their career. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...

10 Things You Didn’t Know About the Fourth of July

The Fourth of July is packed with backyard barbecues and plenty of fireworks. With 244 years of tradition behind it, you'd be forgiven if you didn't know quite everything about America’s Independence Day. Read more...Investment Advisory Services offered through...

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