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Planning for Retirement Income

Identifying Retirement Assets for Income Sources

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Fund Employee Perks with Bank Money

Bank Loans That Fund Cash Value Life Insurance

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Retiring with Other People’s Money

Business Assets with the Right Leverage Can Yield Big Results

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Alternative College Funding

There are Many Ways to Skin a Cat & Alternative College Funding Options As Well

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Tax Strategies in Retirement

Combing Profit Sharing Plans, Roth Conversions and Life Insurance May Dramatically Reduce Taxes

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Indexed Universal Life in Profit Sharing Plans

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

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Saving for Your Retirement Lifestyle

How You Save for Your Retirement Today Will Determine Your Lifestyle in Retirement Tomorrow

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Investing with Eyes Wide Open

The Risks and Rewards on Investing are Only Beneficial If You Understand Your Own Risk Tolerance and Financial Goals

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Building a Good Credit History

Financial Illiteracy is Compounding Consumer’s Love Affair with Credit

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The Convenience & Cautions of Credit

Credit is Handy, But Mishandling It Can Come Back to Bite You

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Utilizing the Banking System

Whether You Like It or Not It’s Hard to Get by without a Bank Account

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Correlating Retirement Planning

Seniors Have No Plan or An Uncorrelated Plan for Retirement

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The Distribution Debate: Qualified or Non Qualified Retirement Plans

Should You Leave ERISA Plans If Your Tax Bracket is Low?

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How Indexed Universal Life Works

Using Indices in a Cash Value Life Insurance policy may be the Smart Man’s Portfolio

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The Tax Advantages of Cash Values Life Insurance

Distributions from a TAMRA Compliant Cash Policy Life Insurance Policies Are Also not Classified as Income for Social Security Taxation.

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Repairing & Restoring Your Credit

Without the Will Power You Can’t Repair Bad Credit or Establish Good Debt Disciplines

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Monitoring Your Debt

There Are Some Red Flags to Help You Keep Borrowing in Check

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Using Your Home Equity Prudently

The Housing Market Meltdown Taught Many a Home Owner A Pain Filled Lesson

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Using Credit Wisely

Credit Can Be a Great Financial Tool if Used Properly

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Learning from the Money Mistakes of Others

The Government is Drowning in Debt & is a Poor Steward of Taxpayer Monies