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Keep Updated with Our Blog
Check out the latest insurance happenings, information about our workshops and important news that might impact your health insurance, retirement or investments. So keep checking in. We’re glad to have you reading along.
Money Advice Clients Don’t Expect
Our industry revolves around helping clients plan for retirement. Most people have debt – generally including at least a home mortgage, and many…
How can I help my children get out on their own?
Failure to Launch is a comedic movie released in 2006 that poked fun at a 30-something…
Can you Afford a Mortgage?
Can you afford a mortgage? One simple way of knowing whether or not you can afford to buy a home is to make sure your budget can sustain it.
How the Pandemic May Increase Your Tax Liability
As the 2020 pandemic changed the landscape of business early in the year, a few new changes
Student Loan Forbearance, Deferment and Credit Reports
Many times, people who have student loans find themselves in difficult financial circumstances….
Lock in three years of growth with American Equity
Here at Lift Financial, we shop around for the best products available for our clients. That’s…
“What should I do with my personal retirement savings dollars?”
“What should I do with my personal retirement savings dollars?” This question is likely one of the most important financial decisions…
The Holiday Season and Credit Cards
As we approach this Holiday season, I want to caution you to make sure you are not charging OVER your credit card limit. This can be very damaging on multiple fronts!
“Top 3” Ways to Avoid Debt Traps
We live in a debt-driven society. Money is easy to borrow and easy to spend. We have credit and retail card applications and approvals showing up in our mailbox and email on a daily basis.