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November 8, 2023

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July 25, 2023

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As time passes, it becomes abundantly clear that planning for the future is more than simply investing wisely and setting aside a fraction of your income for retirement. It’s about. . .

December 15, 2023

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As we grow older, our health becomes an essential focus. The potential need for long-term care becomes an imminent possibility, one we need to address before it becomes a reality.. . .

March 10, 2023

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As we all know, life can be unpredictable. This is why it is important to have financial buffers in place to protect your family. In this article, we will discuss. . .

February 9, 2023

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The ins and outs of an annuity.  Annuities are interesting products for persons looking to add a steady, predictable income stream in retirement. There are several reasons why a person. . .

November 22, 2022

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While both projected and guaranteed retirement plans provide financial stability during retirement, they each have distinct advantages and drawbacks. A projected plan, such as a 401(k), relies on market performance. . .

March 15, 2022

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There are two kinds of retirees, those reliant on income/distributions from their IRA and those who are not. Which camp you fall into depends largely on your other sources of. . .

June 24, 2021

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In my years as a retirement and income specialist, I have run across more than one person who claims they hate annuities. More often than not, this position is based. . .

January 9, 2024

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“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .

May 6, 2021

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“Millions of Americans rely on employer-sponsored plans to be the cornerstones of their retirement. But, what happens when circumstances force your employer to change or even eliminate their retirement program?-. . .