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April 9, 2024

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Think of your career like a well-worn pair of shoes. Comfortable, yes, but after a while, they start to feel a touch too tight, a bit worn around the edges.. . .

March 28, 2024

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Maintaining health during retirement is not just a goal; it’s a necessity for enjoying this new chapter of life to its fullest. Retirement offers the promise of time to relax,. . .

February 6, 2024

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There is an old saying that says: “The path to financial security is paved with good intentions”, yet so often, it’s littered with insidious, silent saboteurs that chip away at. . .

January 9, 2024

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Embarking on the journey toward retirement often raises many questions: How do my retirement savings compare with others? Will my income during retirement be sufficient for my needs? While curiosity. . .

December 15, 2023

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When planning for retirement, understanding how to minimize taxes on your savings is essential for ensuring long-term financial stability. Various strategies can be employed to achieve this goal, each catering. . .

November 27, 2023

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Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with an insurance company where you make either a single payment or multiple payments. In. . .

October 25, 2023

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How to Avoid the Roller Coaster Ride If you’re serious about annuities, you’ve likely come to appreciate the value of a stable and predictable retirement income. The title, “How to. . .

November 7, 2023

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September 19, 2023

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Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a. . .

July 21, 2023

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Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many retirees struggle with critical issues such as financial security, healthcare access, and social connectivity.. . .