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life insurance

/Tag:life insurance

Insurance Planning for the Beginner

I met with a young couple a few weeks ago.  They have 2 young children, both work full time, and were ready to learn more about how to develop a financial plan. In their middle thirties, Tanya and David have a combined annual income of $119,000. They have student loans of nearly $58,000, some credit card debt, and a new mortgage of $190,000.  The couples’ situation is familiar, and not uncommon. Recently, a friend’s serious illness motivated them to contact my