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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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