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Happy National Insurance Awareness Day!
Jun 28, 2018 |
2 Minute ReadHappy National Insurance Awareness Day!
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It is National Insurance Awareness Day! It is time to review your insurance policies to help ensure that you and your family are receiving appropriate coverage. Whether it is life insurance, home insurance, health insurance, or vehicle insurance, these policies help protect us from the harshest blows of unfortunate events. We are celebrating National Insurance Awareness Day to remind you that life does not always go as planned, but luckily, insurance can be an effective back up plan.
So how does one celebrate National Insurance Awareness Day? There are three simple, but very important tasks that you… -
Mid-Life Investing — Making the Most of Your Asset-Building Years
Apr 27, 2018 |
2 Minute ReadAs you move through your peak earning years, you'll probably see your net worth steadily rise. At the same time, you'll still have some work to do before you realize your financial goals. That's why it's important to have a solid plan in place. Here are some steps to help keep your portfolio on track.
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Organize your portfolio. Asset allocation is a straightforward and effective strategy whereby you divide your portfolio among the major asset classes of equities, fixed-income securities, and cash equivalents. The division should be based on your goals, your tolerance for risk and your time horizons. Generally speaking,… -
Loss of a Spouse, Moving Forward
Sep 02, 2017 |
0 Minute ReadPractical steps to manage your financial future and that of your family
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Proper Financial Planning: Critical for Women
Jul 13, 2017 |
2 Minute ReadA key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is almost 81 years, compared with 75 years for a male.1 Although six years may not appear significant, many people in this age group incur expenses for health care and other items while living off of Social Security and personal assets. Keep in mind that life expectancy statistics are averages and many people live much longer. It is not unusual…
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Dealing With Divorce
Apr 30, 2017 |
4 Minute ReadDivorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money.You certainly never expected divorce when you cut the wedding cake--you and your spouse planned on spending the rest of your lives together. Unfortunately, the fairy tale didn't work out, and you're headed for a divorce. So where do you begin? First things first: should you hire an attorney? There's no legal requirement that you hire an attorney when divorcing. In fact, going it…
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About Daniel O. Uribe
Jun 28, 2015 |
1 Minute ReadWealth Advisor | Managing Partner Mr. Daniel Uribe joined LPL Financial in 2007. He enjoys working with clients in more than 23 states. For years, he has been recognized as a top financial advisor at LPL Financial and named to LPL’s Patriot’s Club (Patriot's Club is a premier honor awarded to less than 8% of LPL’s approximately 16,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL).
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Prior to joining the firm, Mr. Uribe spent many years acquiring broad-based, analytical, management and financial experience working in sectors as diverse as Government, a Washington…