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Ever Wonder Why "They Hate" Annuities

Annuity Quote | Retirement Planning
As we prepare for retirement, we must be mindful that people are living much longer today. Guaranteed income from annuities give you added peace of mind.

We've all seen them.......Those TV shows and commercials where the wealth manager of an...

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Working Age Investors and the Growing Need for Financial Literacy

Annuity Quote | Retirement Planning
Before you retire, consult a financial professional. Many working-age investors don’t fully know what their investments are.
Like other working-age investors, you may have a 401(k) account — or another employer retirement plan. In anticipation of the future, you probably are socking...

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Difference between Traditional and Roth IRA

ROTH IRA | Annuity Quote

There are many types of IRAs. But two of the most common are the traditional IRA and the Roth IRA. The type of account you select can have a significant impact on your long-term household savings. The biggest difference between...

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Forced to Retire? Here's What to Do When You Leave Your Job Early

Annuity Quote | 401k Rollover
Learn how to shield up to 25% in RMDs taxes. Talk to a financial professional at
Imagine you are driving to work one day and daydreaming about all the things you will do when you retire. But when you walk into...

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What is a 1035 Exchange?

Annuity Quote | Retirement
A knowledgeable financial professional can help you walk through these considerations. Contact

Do you have a current annuity or insurance policy that doesn’t fit your needs well? If you are on the lookout for a new policy, a 1035 exchange may be...

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Why Financial Literacy is Vital for a Happy Retirement

Financial Advice | Financial Planner
Get no-market risk financial planning now. Save money and protect your future. Contact
As Benjamin Franklin is credited with saying, “An investment in knowledge pays the best interest.” But actually investing in gaining more financial knowledge is an activity that many...

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Business Insurance—all you need to know

Insurance | Business Insurance
Business insurance not only protects your business, but helps to protect your hopes & dreams.

Protecting your business is essential to secure the means of your earning by limiting the risk factor to a minimum. At times, it could be all the difference...

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Beware Medicare Doesn't Cover Everything

What is Medicare | Retirement Planning
Retirement Planning Services at will help you put together a holistic plan for retirement.

Many retirees get an unpleasant surprise after turning 65 and signing up Medicare. It doesn't provide complete coverage of health care costs. In fact, there are...

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5 Ways You Can Maximize Your Social Security Benefits

Social Security | Financial Advice
Does your retirement plan factor in inflation, health care and lon-term care costs and give you the peace of mind that you'll never outlive your money? If not, contact

More than 9 out of 10 current retirees rely at least...

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Retirement Planning Options for Small Business Owners

Small Business Owner Retirement Planning Services
Small Business Owner Retirement Planning Services at

As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the future of your retirement. That...

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