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Explore weekly updates that could help you feel more prepared for retirement.
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May08
Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It offers protection of principal while still allowing for some growth, ...
Apr30
The Last Thing
The last thing you need to worry about when you retire is losing your sense of purpose. Staying mentally and socially engaged matters more than most people expect. Health tends to outweigh wealth, so maintaining ...
Apr25
Staggered Retirement
Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect both you when it comes to your savings and spending needs. It’s important to think ...
Apr17
The Trifecta
If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you may be trying to determine that trifecta question of how to be able to keep ...
Apr10
Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It isn’t just those that have built significant wealth that will ...