Articles

June 8, 2023

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Inflation, Longevity, and Market Volatility with Annuities In the ever-shifting economic landscape, modern-day retirees face a trio of formidable adversaries — inflation, longevity, and market volatility. While these factors are. . .

June 7, 2023

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Many individuals have likely encountered the annuity concept in their quest to create a sound retirement plan. However, a pervasive myth is frequently attached to this financial product: the supposed. . .

June 7, 2023

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Retirement signals a transition from the working years of financial growth to a period of planned financial security. In this new phase, adjusting your investment strategy to safeguard your accumulated. . .

June 7, 2023

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According to an AARP report, family caregivers in Indiana provided $10.8 billion in unpaid care to elders in 2019. Even now, as the pandemic has tapered down, it is likely. . .

June 6, 2023

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Navigating the Complex Terrain Estate planning is crucial for couples to ensure their wishes for asset distribution are respected after their passing. It is an integral part of financial planning,. . .

June 6, 2023

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The Overlooked Barrier in Retirement Planning Financial trauma, a less discussed but highly influential factor, profoundly shapes one’s approach to retirement planning. Understanding this phenomenon and its implications can help. . .

June 6, 2023

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Are you looking to build a robust investment portfolio that generates returns and offers stability and security? Look no further. We’re about to dive into an exciting topic that can. . .

June 6, 2023

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Long-term care insurance typically covers costs associated with personal and custodial care in a variety of settings. Here are some examples of what a policy might cover: These are general. . .

May 24, 2023

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How Annuities Outshine CDs Have you been considering options to secure a stable and guaranteed income stream during your retirement? Are you wondering whether Certificates of Deposit (CDs) or annuities. . .

May 24, 2023

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A 6-Step Plan to Squash Retirement Fears Are you terrified of the unknown prospects that retirement holds? Worry no more! Below is a 6-step masterplan that ensures your golden years. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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