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Articles

Taking stock of your life insurance

Alina Parizianu, CFP®, MBA, RICP®

July 08, 2021

Life insurance can be confusing, but that is not a reason to skip this important coverage.

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Ready for retirement?

June 23, 2021

The right financial planner makes all the difference when it comes to retirement investing. Here’s what you need to know.

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Disability insurance: The forgotten safety net

Alex Kim, CFP®, MBA, CPA

May 17, 2021

Disability insurance is a safety net that can provide you peace of mind and a financial cushion.

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Blogs

Ask the CFP – How should I manage my important documents? (Part 1)

October 05, 2020

The column where our staff of CERTIFIED FINANCIAL PLANNER™ professionals answers your financial planning questions returns.

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Ask the CFP – How should I manage my important documents? (Part 2)

October 12, 2020

Generally, a good rule of thumb is to keep financial records and documents only as long as necessary. For example, you

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Ask the CFP – How should I manage my important documents? (Part 3)

October 19, 2020

An easy way to prevent paperwork from piling up is to remember the phrase “Out with the old, In with the new.”

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Retirement Planning: Understanding Your Options

June 04, 2021

The right financial planner can make all the difference when it comes to retirement investing. Learn more.

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Events

Nov
04

Webinar: 2021 Annuity Payout Report Webinar

November 04, 2020 11:00 am-12:00 pm

Event Type: Webinar

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Feb
18
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Videos

Building Your Financial Plan Webinar | MMBB Financial Resource Center

Building Your Financial Plan Webinar

February 18, 2021

This video introduces members to their MMBB’s benefits, investment options and planning services available to them.

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Financial Planning Basics Webinar | MMBB Financial Resource Center

Financial Planning Basics

May 14, 2020

This video provides an overview of the Financial Planning Process.

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