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February 29, 2024

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Let’s be honest: when you think of the word “retirement,” what comes to mind? Do you picture sunny beaches, endless rounds of golf, and finally having time to tackle that. . .

February 29, 2024

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Q: I’m approaching retirement. What are annuities, and are they a good idea? A:  Annuities are contracts with insurance companies. But, you give the insurance company a lump sum (or multiple. . .

February 29, 2024

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Picture this: You’ve saved diligently and worked hard your whole life and are enjoying your well-deserved golden years. But then, the unexpected happens. A serious health issue leaves you needing. . .

February 27, 2024

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Disclaimer: Please consult an authorized or licensed professional before making any final decision.  Social Security can be a helpful part of your retirement planning but make sure you fully understand. . .

February 27, 2024

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Planning for retirement is crucial, and choosing the right savings vehicle plays a significant role. Among the various options available, retirement accounts offer tax advantages and structured savings plans to. . .

February 27, 2024

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Securing a reliable and consistent income stream as retirement nears becomes a top priority. While various investment options exist, annuity laddering emerges as a strategic approach to creating a predictable. . .

February 27, 2024

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Fixed indexed annuities (FIAs) are gaining traction as a compelling tool for retirement planning, offering a unique blend of growth potential and security. These innovative products cater to individuals seeking. . .

February 27, 2024

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Individual Retirement Accounts (IRAs) are powerful tools when saving for retirement. Traditional and Roth IRAs share some common ground but with crucial distinctions that can significantly affect your long-term financial. . .

February 27, 2024

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As the years fly by, the golden years inevitably come into focus. Securing a comfortable and fulfilling retirement requires planning and strategizing, and Individual Retirement Accounts (IRAs) are a cornerstone. . .

February 27, 2024

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Retirement marks a significant shift in how you manage your finances. Instead of building your nest egg, the focus turns to using your savings to cover your living expenses. This. . .

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