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May 3, 2024

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One of the most crucial things to understand in retirement is your risk tolerance. But what exactly is risk tolerance? It’s your ability to withstand investment losses without panicking and. . .

May 3, 2024

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A Path to Philanthropy with Perennial Benefits If you are seeking a financial instrument that merges philanthropy with long-term investment, consider charitable gift annuities (CGAs). This form of charitable giving. . .

May 4, 2024

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Is guaranteed lifetime income important to you?  Fixed Indexed Annuities (FIAs) are a type of retirement investment that can offer guaranteed income and limit exposure to market risk. Let’s break. . .

May 4, 2024

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Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a. . .

May 4, 2024

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“Fixed index annuities have some benefits that may make them the perfect choice to help you ride the economy’s ups and downs with more confidence.”  Bill Duggan To say the. . .

May 4, 2024

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“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income. . .