Using an SPDA to Help Meet Your Savings Goals

Becky has a problem, but it’s a good one to have. She has carefully managed to put away a
sizable sum in her checking account that will more than help her get through a financial
emergency.

Sadly, a shocking 40% of Americans don’t have enough on‐hand cash to cover an unexpected
$400 expense, according the 2019 Federal Reserve Board Survey of Household Well‐being.
Knowing this, Becky is in good form ─ but her problem is that she’s getting next to nothing in
interest on her savings. (more…)

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7 Ways to Maximize Your Summer Internship

So, you got the summer internship? You’ve updated your LinkedIn profile, bought the wardrobe and settled into your department. At my summer internship last year, I had an amazing experience but didn’t achieve all I had intended. Thankfully, I’ve had an opportunity to come back and pick up where I left off. Learning from last year, here are seven ways you can get the most out of your summer internship the first time around. (more…)

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Life (Insurance) Is for the Living, Too

Did you know that many people rely on life insurance while they’re living in addition to the death benefit proceeds? About 91% of life insurance owners say they bought it to “cover burial and other final expenses,” according to the 2018 LIMRA Insurance Barometer. Yet, nearly half admit that they hope to turn to their policy’s cash value for retirement income or to pay current home expenses. (more…)

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