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Financial Planning After Tax Season: Life Insurance as a Key Strategy
Once the chaos of tax season subsides, it’s an ideal time to revisit your financial plan. Tax season often highlights your current...

Katonja Neal
May 12 min read
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Helping Clients Plan for College with Life Insurance
For many families, saving for college is a top priority—but it's also one of the biggest financial challenges they face. As a financial...

Katonja Neal
Apr 143 min read
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How to Align Your Money Habits with Your Life Goals
Your financial habits play a crucial role in shaping your future. The way you earn, spend, save, and invest directly impacts your ability...

Katonja Neal
Mar 283 min read
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Financial Freedom in Retirement: Strategies for a Worry-Free Future
Retirement should be a time of enjoyment, not financial stress. Yet, many retirees worry about running out of money, unexpected expenses,...

Katonja Neal
Mar 213 min read
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The Power of a No-Spend Challenge: Can You Save More This Month?
In a world where consumerism is at an all-time high, saving money can feel like an uphill battle. Every day, we’re bombarded with...
Katonja Neal
Mar 145 min read
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Spring Into Retirement Planning: Key Steps to Take in March
As winter fades and the first signs of spring emerge, many of us embrace the season as a time of renewal, fresh starts, and...

Katonja Neal
Mar 64 min read
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5 Ways Life Insurance Protects Generations to Come
Life insurance is one of the most effective tools available to ensure financial security for your family. While many people think of life...

Katonja Neal
Jan 305 min read
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How to Use Tax-Advantaged Accounts in 2025
Tax-advantaged accounts are among the most effective tools available for individuals and families looking to reduce their tax burdens,...

Katonja Neal
Jan 75 min read
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Step-by-Step Guide to Gifting Life Insurance
Gifting life insurance is one of the most thoughtful and meaningful ways to ensure the financial future of a loved one. Whether it’s to...

Katonja Neal
Dec 9, 20246 min read
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Lessons from Retirees: What They Wish They Knew About Annuities
As retirees look back on their financial journeys, many reflect on the choices they made throughout their working years—decisions that...

Katonja Neal
Nov 25, 20246 min read
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How to Choose the Right Long-Term Care Insurance Provider
Selecting the right long-term care insurance (LTCI) provider is a major step in securing financial protection and peace of mind for the...

Katonja Neal
Nov 5, 20246 min read
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Breast Cancer Awareness Month: How Life Insurance Helps Provide Peace of Mind
October is Breast Cancer Awareness Month, a time dedicated to increasing awareness about breast cancer, supporting research efforts, and...

Katonja Neal
Oct 18, 20245 min read
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How Life Insurance Protects Small Business Owners
As a small business owner, you invest substantial time, effort, and capital into building and sustaining your business. However,...
Katonja Neal
Sep 20, 20245 min read
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The Impact of Interest Rates on the Real Estate Market
Interest rates are a fundamental economic factor that significantly influences the real estate market. They affect mortgage...
Katonja Neal
Sep 13, 20245 min read
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How to Choose the Right Real Estate Agent
Choosing the right real estate agent is a critical step in the home buying or selling process. A skilled and knowledgeable agent can help...
Katonja Neal
Aug 30, 20246 min read
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How to Stage Your Home for a Successful Sale
Staging your home effectively can be a game-changer when it comes to selling your property quickly and at a desirable price. The process...
Katonja Neal
Aug 16, 20245 min read
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Understanding Taxes: A Critical Component of Financial Planning
Taxes are often perceived as a complex and unwelcome aspect of personal finance, but understanding them is crucial for effective...
Katonja Neal
Aug 1, 20245 min read
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Expert Advice on Life Insurance for Business Owners
As a business owner, securing your company’s future is a multifaceted endeavor that involves not just managing daily operations and...
Katonja Neal
Jul 26, 20245 min read
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Innovative Life Insurance Products for Millennials
Life insurance has long been viewed as a financial product primarily designed for older adults and those with dependents. However, as the...
Katonja Neal
Jul 21, 20245 min read
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Understanding Life Insurance Exclusions
Life insurance is an essential financial tool that provides a safety net for your loved ones in the event of your death. However, like...
Katonja Neal
Jul 12, 20245 min read
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