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September 21, 2023

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A Retirement Oasis with Tax Perks and Small-Town Charm When choosing a place for retirement, Katy, Texas, might not be the first location that comes to mind. But for those. . .

September 21, 2023

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Basic Estate Planning is for Everyone It’s a common misconception that estate planning is exclusively for the ultra-wealthy, a reserve of the high-flying CEOs and multi-millionaires. This idea could not. . .

September 21, 2023

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Rethinking Retirement: Why 70 Is the New 65 Gone are the days when turning 65 meant you were on the cusp of retirement. For many Americans today, the retirement landscape. . .

September 21, 2023

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Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you’ve been looking for a financial planning tool to help you secure a stable future, you might. . .

September 20, 2023

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The Key to Lifelong Happiness Retirement marks a significant life change going from the accumulation phase to the distribution phase and is often accompanied by dreams of leisure, travel, and. . .

September 20, 2023

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As it applies to our daily lives, the word ‘structure’ normally has a positive connotation. Merriam-Webster’s defines the word as a “coherent form or organization.” In a world that seems. . .

September 20, 2023

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The Three Pillars of Retirement Money Management: Income, Liquidity, and Legacy Before diving into the importance of legacy, let’s briefly touch on how money functions in retirement. There are three. . .

September 20, 2023

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 Choosing the Right Annuity for You Preparing for retirement is no easy task. You have to think about so many things, from the size of your nest egg to how. . .

September 19, 2023

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Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a. . .

September 18, 2023

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Meet George Herman Ruth, The Sultan Of Swat, a baseball legend who made wise financial moves. He secured his retirement during the Great Depression using annuities, notching a win in. . .

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