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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

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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