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  • Do Millennials Need Life Insurance?
    The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family,
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    Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident
  • Social Security: Shoring Up America's Safety Net
    Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security to provide
  • When should I file the FAFSA?
    The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government's financial aid application. The FAFSA is a prerequisite for federal
  • How can I teach my high school student the importance of financial literacy?
    Even though your child is just in high school, he or she may still have to deal with certain financial challenges. Whether this involves saving for
    
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 Securities and investments advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered by Rich Morris are independent of SagePoint Financial, Inc. Insurance services offered through First Financial Investments and Insurance.  All entities listed are unaffiliated.
 
Bob Frank is licensed in the following states; AR, AZ, CO, FL, IA, IL, KS, MD, NE, NJ, OK, OR, and SD. Rich Morris is licensed in the following states: CO, IA, IN, KS, MA, NE, and NY.
 


Check the background of this financial professional on FINRA's BrokerCheck.