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December 16, 2018

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What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .

December 15, 2018

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How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske. . .

November 27, 2018

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Don’t be mislead by annuity gossip. Misunderstanding: If you die owning an annuity, the company keeps the money. Annuities are contracts and as such have a designated beneficiary. In the. . .

November 19, 2018

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Seemingly insignificant charges in retirement plans can add up! So much fine print goes unread. Few people realize how significantly 401(k) account fees can impact their retirement savings efforts. AARP. . .

November 19, 2018

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Balance your investments to maintain stability Building a well balanced and diversified portfolio is a solid approach and plan for the conservative investor. There is an old saying about investing:. . .

November 13, 2018

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Modern annuities originally had a singular purpose: converting lump sums of money into income streams that would either last for a lifetime or some predetermined period. They were designed with. . .

November 2, 2018

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5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan. . .

October 17, 2018

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I had a conversation with a client the other day, we had been discussing a particular fixed indexed annuity, and his concerns were that he wanted to wait to see. . .

October 16, 2018

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U.S. stocks closed sharply lower Wednesday as the Dow Jones Industrial Average sank more than 800 points and the Standard & Poor’s Stock Index 500 had its worst day since. . .

October 4, 2018

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Obtaining financing for your new business will undoubtedly be one of the most frustrating things you will ever have to do. While all you see is unlimited potential for your. . .

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