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Personal Finance

 Ins and Outs of a 529 Educational Plan
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In Education, General, Personal Finance
Posted June 17, 2025

Ins and Outs of a 529 Educational Plan

Having a state educational 529 plan for your child’s college education is a wise investment in their future. However, life doesn’t always go as planned, and there may come a time when [...]

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 How to approach uncertainty in the markets
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In Education, General, Investing, Personal Finance
Posted June 10, 2025

How to approach uncertainty in the markets

In the world of investing, uncertainty is a common factor that often leaves investors feeling anxious and unsure of their next move. The stock market is particularly prone to fluctuations and [...]

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 Retirement Plan Comparisons
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In Education, General, Personal Finance, Retirement
Posted May 13, 2025

Retirement Plan Comparisons

Retirement planning is a crucial aspect of financial well-being, as it involves setting aside funds to maintain a comfortable lifestyle after leaving the workforce. One popular tool for [...]

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 How a Reverse Motgage works
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In Education, Estate Planning, General, Personal Finance, Retirement
Posted April 29, 2025

How a Reverse Motgage works

As many people approach retirement, they may wonder how to access the equity in their homes to provide additional income in their golden years. One option that is often discussed is a reverse [...]

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 Ways to Financially Prepare for Retirement
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In Education, General, Personal Finance, Retirement
Posted April 22, 2025

Ways to Financially Prepare for Retirement

Retirement is a significant milestone in one’s life that requires careful financial planning in order to maintain a comfortable lifestyle. Being financially prepared for retirement involves [...]

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 Navigating Market Volatility: Buying the Dip
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In Education, General, Investing, Personal Finance
Posted April 15, 2025

Navigating Market Volatility: Buying the Dip

Navigating market volatility can be daunting for even the most experienced investors. However, understanding how to buy the dip strategically can provide opportunities for growth and success. [...]

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 Diversifying with Mutual Funds
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In Education, General, Investing, Personal Finance
Posted April 8, 2025

Diversifying with Mutual Funds

Diversification is a key principle in investment management, as it helps reduce risk and improve overall returns. Mutual funds are one of the best ways to diversify your investment portfolio. [...]

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 Guide to Fixed Index Annuities
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By kgmeyer
In Education, General, Personal Finance, Retirement
Posted March 18, 2025

Guide to Fixed Index Annuities

As individuals approach retirement age, they face the daunting task of ensuring their hard-earned savings will last for the rest of their lives. With the unpredictability of market fluctuations, [...]

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 Fixed Index Annuities Can Help With Retirement
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By kgmeyer
In Education, General, Personal Finance, Retirement
Posted March 4, 2025

Fixed Index Annuities Can Help With Retirement

Fixed indexed annuities (FIAs) have become increasingly popular as a retirement planning tool in recent years. These unique financial products offer growth potential and downside protection, [...]

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 The Benefits of Combining Health Insurance with Index Universal Life for Long Term Care
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By kgmeyer
In Education, General, Personal Finance, Retirement, Uncategorized
Posted February 18, 2025

The Benefits of Combining Health Insurance with Index Universal Life for Long Term Care

Health insurance needs: Health insurance is an essential component of financial planning, especially regarding long-term care. As we age, the likelihood of needing long-term care increases, [...]

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About K G Meyer

My name is Kirk G. Meyer, and I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Bachelor of Science in Business Administration with an emphasis READ MORE…

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