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What to Consider with Employer-Sponsored Benefits
Make sure you are getting the most out of your employer.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider if You Experience a Sudden Wealth Event?
Sudden wealth typically comes from an inheritance. Regardless of its size, you should work through this checklist before investing.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Your Life and Health Insurance Policies?
Protect yourself from medical emergencies and untimely death. Use this checklist to make sure you are covered appropriately.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Purchasing Life Insurance?
Know what you are buying, and if you are buying enough, when considering life insurance. Use this checklist to help guide you.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider when Reviewing Your Life Insurance Policy?
Understanding your coverage, and having the right amount of coverage, are the first two steps of reviewing your life insurance policy.

Derick Coffey
Jan 1, 20241 min read
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