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Financial Well-being is Important: Have You Vaccinated your Finances?

  • Posted on January 28, 2019July 26, 2022
  • by BrightDime

National Influenza Vaccination Week (usually the first week in December) is the Centers for Disease Control’s (CDC) annual awareness campaign to remind people of the importance of getting a flu…

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  • Uncategorized

Why It’s Important to Save Now for the Future

  • Posted on January 28, 2019July 26, 2022
  • by BrightDime

To save means to set aside, keep, reserve, conserve, or stockpile. National Savings Day (October 12th) was created to drive awareness about the importance of saving. To quote Warren Buffett,…

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Organize Your Financial Life: Safe Keeping for Important Documents

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

We all have that pile of “important” documents that we’re not sure if we should keep or toss. Or maybe you get most things electronically now and have been saving…

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  • Glossary

umbrella insurance policy

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

An umbrella insurance policy is a type of additional liability insurance that supplements your homeowners, renters, auto, and/or boat insurance policies, if due to a claim, those limits are exhausted.…

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  • Glossary

durable health care power of attorney

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

A durable health care power of attorney (HCPOA) (sometimes referred to as health care proxy, advanced medical directive or medical power of attorney) is a legal document that you sign…

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  • Glossary

durable power of attorney

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

A durable power of attorney (POA) is a legal document that you sign giving a named individual(s) authority to help you with any and all matters (banking, check writing, investing,…

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  • Glossary

power of attorney

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

A power of attorney (POA) is a legal document that you sign giving a named individual(s) authority to help you with any and all matters (banking, check writing, investing, taxes,…

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  • Glossary

living will

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

A living will (sometimes referred to as an Advanced Medical Directive) is a legal document that allows you to pre-emptively express your wishes and provide instructions regarding medical treatment and…

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  • Glossary

last will and testament

  • Posted on January 24, 2019July 26, 2022
  • by BrightDime

A Will (sometimes referred to as Last Will and Testament) is an expression of your final wishes, and how you want your personal property and financial assets to be distributed.…

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  • Glossary

compound interest

  • Posted on January 18, 2019July 26, 2022
  • by BrightDime

Compound interest is a key component to growing your investments. Basically, when interest is paid on the principal (or your investment account earns a positive return) that interest or return…

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