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Restoring Financial Gifts to Your Children

Being Benevolent to Your Beneficiaries After Giving to Others

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Living a Philanthropic Life

Donating to Non-Profit Organizations

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Prepare for Medicare Before You Retire to Keep Your Costs Down

The ABCs and Ds of Medicare

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Regulating Your Revenue in Retirement Can Help You Control of Your Money

Minimizing Your Taxes Puts More Money in Your Pocket

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Regulating Your Revenue in Retirement Can Help You Control of Your Money

Controlling Your Income Distributions Controls Your Taxes and Thus Your Take Home Pay

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Retirement Security Depends on Predictable Income

Converting Assets into Guaranteed Income

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Customized & Coordinated Retirement Plans are the Road Map in Your Golden Years

Senior Strategic Planning for a Happy Retirement

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Purchasing Blocks of Guaranteed Income is the Future of Retirement Income Planning

Lifetime Retirement Income No Matter How Long You Live

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Maximizing Your Social Security

Social Security Benefits Are Foundational for Most Retirees

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Income Sources Need to be Tax Diversified to Generate Greater Net Spendable Income

Creating Income Streams

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You Need to Plot Out Your Future on a Graph to Visualize Your Retirement

Establishing Your Retirement Timeline

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Preparing for Your Last Paycheck

Position Your Finances for Income and No Debt Before You Retire

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You May Not Have to Reinvent the Wheel to Plan Your Asset Allocation

Portfolio Planning

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A diversified portfolio requires choosing a variety of investments

Choosing Suitable Funds

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Moving Retirement Assets Around

Using a Rollover IRA

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Retirement plans share some characteristics, but each has unique features.

Defined Contribution Plans

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Investing for Retirement is a Long-Term Pursuit of Financial Security

The Retirement Marathon

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Decide Carefully Who Will Own & Who Will Benefit from Your Policy

Policy Owners and Beneficiaries

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The Right Coverage Can Secure Your Family’s Financial Future

How Much Life Insurance

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Lifetime Economic Exposure Requires a Permanent Solution

Permanent Life Insurance