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Keep Uncle Sam out of Your Pocket in Retirement

Increase Your Retirement Income by Becoming Tax-Savvy

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Matching Guarantee Retirement Expenses with Guaranteed Income

Use Guaranteed Lifetime Income to Pay for Guaranteed Budget Items

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Quit Spending Down Your Assets to Qualify for State Protection

Your Retirement Dreams May Quickly Regress into a Nightmare

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Quit Spending Down Your Assets to Qualify for State Protection

Your Retirement Dreams May Quickly Regress into a Nightmare

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Keep Uncle Sam out of Your Pocket & Increase Your Retirement Income

Get Tax Savvy and Save Some Serious Cash

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Most Seniors Near Retirement Have No Goals, No Plans, No Clue

Most Seniors Enter Retirement Without Having Used a Budget, Much Less a Retirement Plan

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Advisers Should Be Stewarts and the Most Trusted Family Adviser

Handling Someone Else’s Money is a Sacred Trust That is Earned

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You Can’t Always Land on Your Feet After A Financial Fall, But the Landing May Be Softer

You Don’t Have 9 Lives, But These 9 Disciplines Could Help You with Your Money

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In the Abundance of Counselors There May Be Safety

Do It Yourselfers Need Diversity of Input & Opinion in Retirement Planning

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Risk Tolerance Tests Should be Part of Your Financial Profile

An Understanding of Risk Tolerance Can Provide the Guardrails on Your Retirement Road

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A Simplified Approach to Retirement

Building a basic retirement strategy should include these simple prioritized steps

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Retirement Plan Combos Present Many Opportunities

Integrating Retirement Plans Can Maximize Your Income and Deductions

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Fully Insured Pensions Protect and Reward Retirees

Fully Insured Define Benefit Plans Can Generate Income, Increased Tax Advantages and Health Savings

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Save Strategically for a Resourceful Retirement

The Right Retirement Plan Pared with the Right Adviser

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Do’s and Don’ts of Retirement Savings

Your Employment Status and Age May Be Better Determents on Selecting Retirement Plans

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Financial Illiteracy Threatens Retirement

Without Education Most Retirees Will Not Maximize their Retirement

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The Face of Retirement is Changing

The Flower Children of the 60s Are Now in Their 60s

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The Investor’s Process: First Honesty, then Fearlessness

Good Investor Psychonomics Must Overcome Self-Delusion

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Coachability & Leadership Are Key Aspects of Investor Education

If You Don’t Like the Aspects of School, You’ll Get Schooled in the Market

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Diligence & Detailed Orientation is a Major Investor Character Trait

If You’re Not Analytic, Find an Adviser Who Is