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AARP Report on Annuities

Why annuities are among the strongest retirement savings vehicles. How to guarantee your retirement income for life. Given today’s fragile and unpredictable economy, many people are looking for ways to provide GUARANTEED income for life from their retirement savings. This is the finding of a report entitled “Money Matters” from AARP, the 40-million-member association for […]
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America’s Long-Term Care Crisis: Are You Prepared

This newsletter is a special edition dedicated to an often overlooked and/or misunderstood planning tool. As we age, our financial planning needs naturally change and we have to anticipate roadblocks ahead that most ignore until it’s too late. When the subject of potential or unforeseen health problems arises, as human beings our natural and typical […]
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Common IRA Mistakes That Can Be Avoided

MISTAKE #1: Failure to Name a Designated Beneficiary or Failure to Update the Designation Form  If you fail to name a designated IRA beneficiary, it could have unintended consequences. What is a “designated” beneficiary? Aren’t all beneficiaries “designated”? No, they are not the same! A designated beneficiary is a living, breathing, human with a remaining […]
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Securing Your Retirement Today

Will You Outlive Your Retirement Nest Egg? Negative market performance over the last few years has impacted the way people look at retirement planning. Significant loss of retirement funds created a common dilemma: will you have enough to live on during retirement? If this is a concern for you or any of your loved ones, […]
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Tax-Free Retirement

Is Tax-Free Retirement possible? YES, it is! So what is the big secret to tax-free retirement, is it evasion? Absolutely not! Is it some new product? No! To begin, American’s face two threats to their retirement nest egg… first, outliving their nest egg and second, losing that nest egg to heavy, immediate and unnecessary taxation. […]
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The Bear Naked Truth About Fixed Indexed Annuities

What is the Bear Naked Truth? Let’s begin by discussing what a fixed indexed annuity or FIA is and how they came to be. An FIA is not your parents’ or grandparents’ annuity. An FIA is a tax-deferred opportunity to enjoy all of the upsides of the market without the risks associated with market volatility. […]
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The Scoop on the Secure Act

What’s All the Buzz About? Given the pervasive chatter about the Setting Every Community Up for Retirement Enhancement Act of 2019 – commonly referred to as the SECURE Act – it’s important to know what the Act’s all about. On March 29, 2019, the House Ways and Means Committee unveiled the Act. While the Act […]
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