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August 1, 2019

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No single retirement plan works for everyone. Your plan should be customized – shaped by your own goals, your comfort with risk, how long you have until retirement and how. . .
July 24, 2019

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My broker says he can outperform an annuity, can he? I would like to know how! Quite often when annuity agents present an annuity strategy to potential clients, the client. . .

June 25, 2019

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Planning now will go a long way toward helping you have a more peaceful and prosperous retirement. “A couple in their mid-50s purchasing new long-term care insurance coverage can expect. . .

June 21, 2019

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As with all things, no one will know that you are unhappy unless you say something. While this may sound like an impossibly daunting task, tactfully voicing your complaints and. . .
June 15, 2019

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Try to save something while your salary is small; it’s impossible to save after you begin to earn more. –Jack Benny At one time or another, every one of us. . .

June 11, 2019

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Mr. Buffett said a specter much more sinister than corporate taxes is looming over American businesses: health care costs. And chief executives who have been maniacally focused on seeking relief. . .

June 7, 2019

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Almost all newer annuity contracts have a provision in them to allow access to all or most of your funds without penalty in the event of a need for a. . .

June 6, 2019

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Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how. . .

May 23, 2019

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Watch out for the Fake News and those who spread it   I know that many investors are not big annuity fans, but I also know that most annuity “haters”. . .

May 13, 2019

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Welcome to the age of safety, for the discretionary must have retirement funds needed to secure a lifelong income with no worries of running out of money before you run. . .

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