Articles

October 5, 2023

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Annuities: Six Common Misconceptions Annuities often come up as a topic of discussion when considering retirement savings. Yet, misconceptions abound, possibly causing unnecessary hesitation for potential investors. Here’s a deeper. . .

September 28, 2023

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Most people have a general fear of probate which is often based on publicity or misunderstood information. The press and numerous articles explain the hazard of probate and the underlying. . .
September 28, 2023

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Financial Planning vs. Retirement Planning: What You Need to Know When we talk about our financial futures, two terms frequently emerge: financial planning and retirement planning. But are they the. . .

September 28, 2023

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Navigating Long-Term Care: New Avenues for Protection Long-term care (LTC) is a daunting subject for many. Historically, there were limited avenues for managing LTC costs, with most relying on personal. . .

October 31, 2023

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Secure Your Golden Years with Annuities and Insurance Products How we think about retirement has significantly shifted in recent years. The conventional wisdom that suggests relying solely on Social Security. . .

September 28, 2023

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The Powerhouse of Financial Security Navigating the uncertain landscape of today’s financial markets may be a daunting task. Amidst this volatility, fixed and fixed-indexed annuities shine as beacons of stability. . .

September 28, 2023

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Retirement Preparedness of Generation X With the transition of Baby Boomers into retirement, the spotlight now turns to Generation X (Gen Xers) as they approach their golden years. For approximately. . .

September 28, 2023

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Life is a series of stages, and our financial needs and goals change with each. From the early days of starting a career to the golden years of retirement, ensuring. . .

November 13, 2023

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Unpacking the Intricacies of Rate of Return on Investments Regarding investment decisions, one question reigns supreme: “What is the rate of return?” The answer you get essentially depends on who. . .

September 27, 2023

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Navigating the Complexities of Retirement: Understanding the Accumulation and Distribution Phases Many individuals struggle to rely on their retirement savings for post-work life in today’s financial landscape. The days of. . .

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