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Dec 8, 2020
2 min

Income Planning for Retirement

Most of us have the goal of someday settling down to retire, after years of hard work and some preparation. It’s no surprise that people ...

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Feb 5, 2020
1 min

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

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Jul 2, 2019
2 min

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

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Mar 22, 2019
3 min

Tax Planning for Annuities

Careful consideration is important and many people aren't sure what they have.

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Feb 7, 2019
3 min

Plan Your Retirement Living

Let's start by asking a couple of questons.

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Apr 23, 2018
1 min

3 Reasons Annuities Make Sense for Retirement Right Now

1. You want to have guaranteed income for life.

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Feb 20, 2018
2 min

Consider this Alternative to Bonds

If risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events

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Jan 22, 2018
2 min

Annuities are Replacing Pensions for Retirement Income

Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de

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Dec 11, 2017
2 min

Know Your Financial Terms to Make Better Choices

The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter

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Oct 23, 2017
2 min

Is a Fixed Indexed Annuity Right for You?

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities ...

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Aug 10, 2017
2 min

A Safe Alternative to Risky Stocks and Low-Paying CDs

A fixed-index annuity is a financial option offered by insurance companies as an alternative investment to stocks, mutual funds, and CDs....

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