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Understanding Your Sources of Retirement Income
Planning for retirement doesn’t stop when you reach your last day of work. In fact, one of the most important aspects of retirement is...
May 92 min read


When you should keep your 401(k) with your former employer
While rollovers are common, there are times when leaving your 401(k) with your former employer may make sense. This article provides some...
Oct 31, 20242 min read


Tax Planning for Annuities
Careful consideration is important and many people aren't sure what they have.
Mar 22, 20193 min read


Does it Make Sense to take Social Security at Age 62?
Alternatively, sometimes one spouse earns a lot of money and the other doesn't work or earns very little. In this circumstance, the brea
Aug 23, 20183 min read


3 Reasons Annuities Make Sense for Retirement Right Now
1. You want to have guaranteed income for life.
Apr 23, 20181 min read


It Pays to Understand your Tax Liabilities during Retirement
At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
Jan 30, 20183 min read


End the Year on a Financial High Note
The holiday season has arrived, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand...
Nov 26, 20172 min read
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