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Social Security Benefits: How Much Will I Receive

Annuity | Annuity Quote | financial Advisor
The Social Security Administration allows you to calculate your personal benefits without you having to do any of the math.

Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How...

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Don't Let These Annuity Myths Fool You

Annuity | Annuity Quote | Financial Advisor
Annuities are the only financial vehicle that can offer guaranteed lifetime income.

Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annuities are insurance contracts....

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The Investment Risk No One’s Ever Heard Of

Retirement Planning | Financial Advisor | Investing
The sequence of returns risk refers to the uncertainty of the order of returns an investor will receive over an extended period of time.

Knowledgeable investors are aware that investing in the capital markets presents any number of risks,...

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Four Reasons Millennials Need an Estate Strategy

You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1

Here are four great reasons:

Estate Strategies: They're Not Just for the Elderly

  1. You need a will. You...

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Understanding Long-Term Care

Life Insurance Quote | Long Term Care Insurance
Many self-insure by default – simply because they haven’t made other arrangements.

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.


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A Taxing Story: Capital Gains and Losses

Taxes | Financial Advice | Financial Advisor
Capital losses may be used to offset capital gains. If the losses exceed the gains, up to $3,000 of those losses may be used to offset the taxes on other kinds of income.

Chris Rock once remarked, “You don’t pay...

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A Primer on Dividends

Financial Advisor | Investing
In a period of low interest rates, investors who want income may want to consider all their options.

When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments.

When a company makes a...

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THE ABCs Of Zero Coupon Bonds

Financial Advisor | CFP Certified Financial Professional | Fiduciary
If you sell a Treasury zero coupon bond prior to maturity, it could be worth more or less than the original price paid.

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic....

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Lesser Known Provisions of the SECURE Act For College Students

The SECURE ACT | Retirement Planning | Annuity Quote
For those who have graduate funding, the SECURE Act allows students to use a portion of their income to start investing in retirement savings.

The SECURE Act was passed into law in late 2019 and...

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The Great Debate Continues: Active vs. Passive

Personal Finance | Financial Advisor
The fascinating aspect of this debate is that equally intelligent people can argue polar opposite positions, leaving the rest of us to wonder what the answer is, if one even exists.

Whether it’s sports, music, or politics, life holds any number...

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