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Exploring a wide range of topics aimed at helping people to and through their retirement.

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Never Underestimate The

In this week's post we'll discuss the importance of having products within your mix of your portfolio that you can count on...


Tags: Annuities, Income Planning

Six Action Items To Help You Prepare For A Solid Retirement

You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

Think you are ready for retirement? Answer these 6 questions first...

If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The Solution in Retirement: Dependable and Sustainable Income

The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers...


Tags: Retirement Planning, Annuities, Asset Protection Planning,

Advanced Planning for IRA's and RMD's

I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

4 Reasons to Own an Annuity

Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the...


Tags: Retirement Planning, Annuities

Annuity Awareness Month in Massachusetts

June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June ...


Tags: Retirement Planning, Annuity, Annuities,

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