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July 23, 2021

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“My mother is sixty-seven-years old and has saved up a half-million dollars in a bank account earning about 1% interest. Obviously, not a very good interest rate. She wasn’t sure. . .

What is the number one worry for retirees? Not having enough money saved to last them in their golden years. Industry expert Tom Hegna has written extensively about this fear. . .

July 23, 2021

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“Money, like emotions, is something you must control to keep your life on the right track.” – Lyle Boss & Dave Anderson This is a great example of what happens. . .

July 22, 2021

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How long have annuities been in existence?  Who created them? I was asked the other day about the origin of annuities. Were they created since WWII? The fact is, annuities. . .

July 20, 2021

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Probate is a process that identifies the deceased person’s assets and provides for the legal transfer to the intended beneficiaries. The process can identify debts, value property, and pay debts. . .
July 20, 2021

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Being on Wall Street means being in The Old Boy’s Club. I have always wondered what it might be like to be an insider at Wall Street, to be able. . .

July 20, 2021

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Making any of these common mistakes could mean you will have to struggle more when you no longer get a paycheck.” The road to a successful, stress-free retirement often has. . .

July 20, 2021

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“I remember how trusting my parents were with people, no more.  Now you must be in guard all of the time.” The IRS published its top scams to help the. . .

July 20, 2021

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A charitable gift annuity (CGA) provides a structured way to give to charity while securing your own future. A gift annuity purchaser secures immediate tax relief, in addition to monthly. . .
July 19, 2021

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Since it’s your future, it’s good to know that the companies we recommend can meet their financial obligations and should garner the most trust of all the types of investing.. . .

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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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