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December 11, 2024

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In early October, the Social Security Administration (SSA) will announce the much-anticipated Cost of Living Adjustment (COLA) for 2025. This adjustment is designed to help millions of Social Security recipients. . .

December 11, 2024

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When I talk with people about retirement planning, I immediately emphasize that there’s no one-size-fits-all approach. Everyone’s goals, needs, and lifestyle choices are unique, and so are the best strategies. . .

December 11, 2024

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Long-term care (LTC) insurance has undergone significant changes over the years. What was once a straightforward but flawed product has transformed into a more adaptable solution for addressing future care. . .

December 11, 2024

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The results are in — but how will the 2024 US election affect annuities?  Savvy investors understand that, in an election year, the best annuities are those that offer risk. . .

December 11, 2024

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When planning for retirement, the time horizon—the number of years you have until retirement—is one of the most critical factors to consider. This timeframe affects your strategies, the amount you. . .

December 11, 2024

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Life insurance is one of those things that doesn’t always get the attention it deserves—until it’s needed. But when you look closer, it’s not just about protecting against the unexpected.. . .

December 10, 2024

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Investing in a 401(k) remains one of the most effective ways to build wealth for retirement. The benefits are clear: automatic payroll deductions, tax advantages, and the potential for employer-matching. . .

December 10, 2024

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With each new year comes a wave of updates to financial rules and limits, and 2025 is no exception. These changes may have a meaningful impact on how much you. . .

December 10, 2024

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When planning for retirement, ensuring a steady income stream is crucial, especially as expenses may grow with age. A Qualified Longevity Annuity Contract (QLAC) might be a valuable tool to. . .

December 10, 2024

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Tax deferral is one of the key advantages of annuities, offering a way to grow your retirement savings without the impact of annual taxes. Understanding how this works—and how the. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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