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HECM for Home Purchase

Home Equity Conversion Mortgage for Home Purchase May Be the Next Big Retirement Strategy

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HECM for Tax Free Income

Tax Free Income from a Home Equity Conversion Mortgage is not Reportable Income for Social Security Benefit Taxation

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The HECM Strategies for Seniors

Home Equity Conversion Mortgage Can Help Retirees in a Variety of Ways

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The Government Program for Seniors

The Feds Provide Support for American Retirees

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Planning for Assisted Living & Eldercare

Seniors Who Are Ready for the Inevitable Enjoy their Golden Years

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Active Money Management with ETFs

Your Risk Portfolio May Benefit from ETFs

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: Roth IRA Conversion Strategies

Roth IRA Tax Free Income Can Play a Major Role in Retirement

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Paying Reoccurring Bills with Guaranteed Income in Retirement

Is It Money Wise to Use Fluctuating Income to Pay Guaranteed Monthly Expenses

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Liquid Money in Retirement is Essential

Cash Equivalent Positions Are Crucial to Meet Deductibles & Unforeseen Expenses in Retirement

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The Four Cash Value Policies

Cash Value Life Insurance May Be One of the Last Tax Sanctuaries Left Under the Code

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All Financial Products Have Expenses

Why is Full Disclosure on Financial Products So Hard to Obtain

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The Tax Bracket Racket

The Marginal Progressive Tax System is A Weight on the Wallet of the Middle Class

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Tax Consequences for Seniors

The Tax Code is a Correlated System Designed to Capture Revenue from Seniors

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The Tax Sanctuaries

Insulating Your Money Against the #1 Cost in Retirement: Taxes

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The Tax Sanctuaries

The Tax Code is a Correlated System Designed to Capture Revenue from Seniors

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Your Financial Adviser Must be an Educator

If Your Trusted Adviser Can’t Explain the Concepts or Products They Sell, it’s Time to Get a New Adviser.

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Why Life Insurance with Living Benefits May Be for You

Retirement Planning May Include Medical Funding for Predictable Health Issues

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Why You Should Consider Indexed Annuities

Indexed Annuities Could be the New Hedge Product

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Why Safety is the Foundation of Financial Security

The Market Meltdown & Housing Crash of 2008 Still Affect Most Everyone

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Everyone Needs a Financial Plan

Your Money Needs to be Managed on Several Fronts