Articles Showing articles related to: Professional Services
Can a chatbot create a will?
One in four Americans says they interact with AI regularly, as much as several times a day. AI chatbots like ChatGPT are making everything from writing more effective emails to optimizing your resume and brainstorming a client presentation faster and ridiculously easier. Then doesn’t it also make sense to simply plug in some basic info into...
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Engaging a local tax professional can help you reduce your tax liability and grow your wealth
The only certain things in life may be death and taxes—but the certainty of devising a tax plan that best benefits you is up for grabs. Have you ever wondered after filing your taxes if you may have “left money on the table?” When it comes to taxes and tax credits, the complex codes and rules are ever-changing. Uniquely...
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How life insurance can help now
Most people understand life insurance to be a financial tool that helps their loved ones when they pass away, providing needed funds for bills, college and more. What they may not realize is that life insurance can also be a vital resource to help support the policy holder while he or she is still alive. By choosing a policy with a living...
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How life insurance can help now
Most people understand life insurance to be a financial tool that helps their loved ones when they pass away, providing needed funds for bills, college and more. What they may not realize is that life insurance can also be a vital resource to help support the policy holder while he or she is still alive. By choosing a policy with a living...
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Do you remember December 1976?
If you were in high school in 1976, you are likely approaching age 65, which is when you will begin making decisions regarding your Medicare options. To learn more about your options, give me a call to schedule a no-cost, no-obligation educational meeting. In the meantime, enjoy recalling these memories from December 1976: Top...
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