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Blog

Ann Slechta 062724
Renee Welch | May 30, 2024

Three Types of Insurance You Need Even on a Budget 

Insurance is designed to provide coverage for some of life's biggest disasters—fire, floods, car crashes, disability, and death. But when you're on a tight

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Ann Slechta 062024
Renee Welch | May 30, 2024

Don’t Get a D in Debt Management: Debt-Smart College Planning for Parents

The time has finally arrived: your child is preparing for college and getting ready to take that next big life step. It is an exciting time, but for many

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Ann Slechta 061324
Renee Welch | May 30, 2024

Homeownership: What It Could Mean for Your Estate Plan

There is one thing that we will most likely all do one day: regardless of your status in society, position at work, or whether you are tall or short, you may

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Ann Slechta 060624
Renee Welch | May 30, 2024

How to Navigate Buying a Home During High Inflation 

With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind. However, a home is one of the most

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Renee Welch | May 3, 2024

3 Questions to Ask Yourself Before You Claim Social Security 

Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits

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Renee Welch | May 3, 2024

The Surprising Benefits of Getting Life Insurance Later in Life 

A common piece of standard life insurance advice is to get it as early as possible — and there are good reasons why. If you're young and in relatively good

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Ann_Slechta_050924
Renee Welch | May 3, 2024

Tips for Navigating Inflation as a Small Business Owner 

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business

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Renee Welch | May 3, 2024

Exercise, Diet, and Financial Wellness - 3 Tips to Ensure You're in Good Financial Health for Retirement 

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no

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Ann_Slechta_042524
Renee Welch | Mar 21, 2024

The Best Investment: Teaching Your Children to Save and Invest

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making

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Renee Welch | Mar 21, 2024

So You Think You Might Need A Financial Professional? A Guide to National Financial Advisor Day

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how

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Ann_Slechta_041124
Renee Welch | Mar 21, 2024

Improving Your Financial Literacy Can Improve Your Business

Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business

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Ann_Slechta_040424
Renee Welch | Mar 20, 2024

Social Security Simplified: Common Questions and Answers

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the

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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, A Registered Investment Advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**The Forbes ranking of the Top-250 Next-Gen Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

† Achievement is based on annual production among LPL Advisors only.

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