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Most Retirees Need Lifetime Guaranteed Income

Increased Longevity Drives the Need for Lifetime Income Streams

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Tax-Free Income from Cash-Value Life Insurance

Cash Value Life Inusrance Can be a Significant Asset in Your Retirement Portfolio

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Tax-Advantaged Life Insurance with Access to Market Returns

Indexed and Variable Universal Life Insurance Could Be a Play for Tax Conscience Investors

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Tax-Conscience, Conservative Savers Should Consider These Life Insurance Policies

Par Whole Life and Universal Life Insurance Interest Crediting Contracts

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Creating a Low-Cost Life Insurance Policy Can Deliver an Optimal Return

Designing an Optimal Life Insurance Policy for Tax-Deferred Cash Accumulation and Tax-Free Distributions

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Funding College Education, Retirement and Generational Income

Life Insurance Can Be Used in a Variety of Income-Planning Scenarios

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Creating a Tax-Free Retirement Plan

Adding a Reverse Mortgage, Roth IRA and Life Insurance to Social Security Income

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Mutual Fund Diversity May Need to Add Fees into the Equation

Investors Often Underestimate Mutual Funds’ Annual Fees by 50%

Allowing Your Risk Tolerance to Dictate Your Investment Strategy

Investing Appropriately, According to Your Risk Tolerance May Let You Sleep Better

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Foundational Income is the Strength of Retirement

Building Your Retirement Foundation Upon the Footings of Guaranteed Income

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The 3 Keys to Vetting Your Retirement Plan Adviser

Investors Are Best Served by Advisers Who Value Client Suitability

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Retirement Planning Requires Deep Diversification

Vertical Portfolio Diversification Includes Taxes, Time, Liquidity & Risk

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Don't Get Burned by the Sequence of Returns

Things That Can Derail Your Retirement

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Life Risks that Can Derail Your Retirement

Unexpected Responsibility, Public Policy Changes, Taxes and Just Plain Bad Timing

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Employment Risks that Can Derail Your Retirement

Forced Retirement, Reemployment, Employer Insolvency and Spouse’s Job Loss

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Investment Risks that Can Derail Your Retirement

Market Volatility, Interest Rates, Liquidity and the Sequence of Returns

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Heath Risks that Can Derail Your Retirement

Frailty, Health and Long-Term Care Costs

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Resource Risks Can Derail Your Retirement

Longevity, Inflation and Excess-Withdrawal Risk Threaten Retirement

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Guaranteed Lifetime Income

Retirees with Pensions & Guaranteed Income are Happier than those without.

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Six Steps to a Less Taxing Retirement

Tax Management During Retirement Can Deliver More Spendable Income