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If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees. . .
According to a recent Harris Survey, people who take a lump sum from their employer-sponsored retirement plan are depleting those funds fast. 1 in 5 retirees has exhausted it completely.. . .
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Sparked by the current pandemic, sales of a relatively new type of annuity have seen a 38% increase over the last year, according to estimates by the Secure Retirement Institute.. . .
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Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system.. . .
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How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even. . .
Quarantined, isolated and confused Today, I am sitting in my home, self-isolated, keeping a social distance away from the rest of the world, and I have a slight tickle in. . .
Did you know that you can sell all or a portion of your life insurance policy, even term insurance? If you are 65 or older and experienced a change in. . .
Why You Should Consider Leaving Your Heirs Life Insurance or Annuities (Instead of Your Qualified Plan Money) If you’ve been thinking about creating a legacy for your loved ones, you. . .
The hidden side of personal finance: How your brain works to control your essential money decisions “One of the most stunning things is that the degree to which you act. . .
Please think about your legacy, because you’re writing it every day. – Gary Vaynerchuk Business owners are often so immersed in the day-to-day issues associated with running a successful enterprise. . .
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