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Suddenly You’re 60 & Discover You’re Going to Live to 90

Only a Shock & Awe Reality Check Can Awaken You From Your Retirement Indifference

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Blind, but Now I See

When Your Focus is Off, You Can’t Hit the Target

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The Confessions of a Financial Pro

What’s Good for the Goose is Good for the Gander: When You Don’t Heed Your Own Advice

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Poor Health and Dependency Usually Create the “No-Go” Years

Medical and Elder Care Costs May Be Deferred, but Not Eliminated

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Tax Strategies May Generate a Greater Cash Flow

The taxman cometh. He comes for everyone and he doesn’t discriminate.

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Tax Strategies May Yield a Return of Their Own

Taxes Are the Biggest Annual Budget Item in Retirement

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Don’t Depend on Volatile Income for Retirement Budget Items

Cover Reoccurring Monthly Spending with Lifetime Guaranteed Income

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Portfolio Diversification Is More Than Just Asset Mixing

Diversify for Tax Treatment, Time Horizons, Liquidity, Income and Growth

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Legacy and Estate Planning Are Your Last Hoorahs!–

Funding Family Generations and Charitable Giving Are Great Exit Strategies

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Funding Future Family Generations and Charities Are Great Exit Strategies

Estate Planning Is Associated with the Wealthy, But It Should be Associated with Benevolence

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The Programs Are in Place to Serve Veterans in Retirement

Know the Qualifications for Aid & Attendance Pension Benefits

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VA Pension Benefits Are the Reward for Service in Retirement

VA Non-Service-Connected Benefits for Retirement, Disability & Long-Term Care

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The Wounds of Wars Need the Healing Compassion of the Country

VA Service-Connected Benefits for the Injured, Imprisoned & Heroic

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Most Vets Aren’t Aware of Their VA Benefits

It Can Be Difficult to Understand Service Connected and Non-Service-Connected Benefits

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The History of Veterans’ Benefits Dates to the Revolutionary War

VA Benefits to Those Who Served Is a Sacred Trust

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Poor Health and Dependency Usually Creates the “No-Go” Years in Retirement

Medical and Elder Care Costs May Be Deferred, but If You Live Long Enough, They Can’t be Eliminated.

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Impacting People and Charities You Care about

Generational Giving to Kids, Grandkids, Great Grandkids and Favorite Charities

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Probate is Too Public, Too Expensive and So Impersonal

Who Needs Their Information Hacked When Probate Makes It So Public?

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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