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Life View

You must invest with an actionable plan

Many procrastinate when it comes to financial planning because when left alone without professional guidance, figuring out how to invest your money can be a challenge and create anxiety. Thus what usually happens is that the frustrated investor – still …


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Life Insurance

Understanding Life Insurance Planning 

Life insurance plans offer tax-free death benefits, which protect against lost income if one partner who is a wage earner were to die. It can also be used to pay off a mortgage, credit card or Home Equity Line of Credit (HELOC) debt. 


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Investor Insight

Cognitive Biases and Investment Decisions

Cognitive errors in the way people process and analyze information can lead them to make irrational decisions which can negatively impact business or investing decisions.1 Anchoring Bias Some investors anchor their investment decisions by fixating on a targeted result. Calculations …


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