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Estate Planning

7 retirement saving mistakes financial advisers see too often

Saving for retirement is confusing – it’s no surprise we make mistakes along the way. Luckily, there are strategies to get back on track. Below, financial planners share the most common mistakes, and how they help their clients recover. 1. Failing to create a plan A retirement plan is one of the best ways to…

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Newsletter: October 2019

Our October 2019 Newsletter includes an in house article on the Importance of Estate Planning, highlights from Bra Country Fest and the Making Strides Against Breast Cancer of New Orleans run/walk. You will see photos from the Ricks family during this LSU football tailgate season and photos from our training events.  Don’t miss getting to…

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Winning at Life: Do You REALLY Need Life Insurance?

Louis in Kenner just had his 10 year term life insurance expire, and the renewal rate is too expensive. His kids are doing great, and it seems more economical to set aside money for the funeral costs than repurchase or renew a life insurance policy. What does Gregory recommend?

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