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Maximizing Your Social Security

Social Security Benefits Are Financially Foundational for Most Retirees

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Creating Income Streams for Retirement Living

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

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Establishing Your Retirement Timeline

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

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Preparing for Your Last Paycheck

Position Your Finances for Income and No Debt Before You Retire

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Portfolio Planning for Retirement in Your Working Years

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

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Choosing Suitable Funds for Retirement in Your Working Years

A diversified portfolio requires choosing a variety of investments

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Using a Rollover IRA When Saving for Retirement in Your Working Years

Moving Retirement Assets Around Preparing for Distributions

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Defined Contribution Plans - Saving for Retirement in Your Working Years

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

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Retirement Is A Marathon

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

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Decide Carefully Who Will Own & Benefit from Your Policy

Owners & Beneficiaries Are Important Assignments

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Lifetime Economic Exposure Requires a Permanent Solution

Permanent Life Insurance for Liabilities that Won't Go Away

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The Right Coverage Can Secure Your Family’s Financial Dreams

Life Insurance Can Cover Your Mortgage, Debts & Future Obligations

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Covering Temporary Financial Liabilities with Term Life Insurance

Term Life Insurance: Pennies on the Dollar Protection

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Insuring the People Who Count

A Complete Financial Plan Protects the Future

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Comprehensive & Independent Retirement Planning

Everything is Correlated in Retirement Planning, Especially Taxes

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The Longevity Impact on Retirement

Longevity Risk Multiples Every Other Risk in Retirement

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Income and Expense Planning

How Do You Pay Guaranteed Bills with Market Uncertainty

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Determining Financial Product Costs

There are Required Cost Disclosures and Other Costs Hidden

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Developing Your Own Financial Profile

Risk Tolerance Test Could Reveal Your Attitudes Towards Money

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Protection Against Market and Tax Losses

Tax Free Income and Market Hedge Provisions Make IUL An Asset Unto Itself