• Glossary of Everyday Investment Terms

    Keeping up with the increasing number of investment or wealth management products and services in the marketplace today can be confusing. This glossary will make it easier for you to understand commonly used investment terms and set...

    • July 25, 2018
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  • Life Insurance: Review and Update Your Policy on a Regular Basis

    Life insurance provides financial security for a family’s future after the death of a loved one. A good life insurance policy will also protect the estate (home, investments, etc.) which is to be allocated to the stipulated...

    • July 9, 2018
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  • Estate Planning: Annuities After Death

    A year after my father passes, my mother turned ninety and the details of finances became harder for her to manage, so it became my responsibility. While I am adept at taxes and personal finances, when it...

    • April 24, 2018
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  • 7 Keys to Successful Retirement Planning

    If you thought buying a home or scoring that promotion was hard, just wait until you start planning for your retirement. Building that long-term financial safety net takes years of planning, time and money, but those who...

    • March 2, 2018
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  • Immediate & Deferred Annuities: Pros & Cons

    Today’s economy and stock market are unpredictable. Social Security and strong economic growth are no longer guarantees. Pensions are becoming a thing of the past. People are living longer than ever. These are just a few reasons...

    • February 14, 2018
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  • Managing Risk with Fixed Index Annuities

    Over the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment sources. Despite conditions today being relatively stable, many investors are still wary of the...

    • January 1, 2018
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  • Are You Taking Advantage of Every Opportunity to Save for Retirement?

    Are you taking advantage of every opportunity to save for retirement? If not, you are not alone. The majority of Americans feel they aren’t on track to meet their retirement income goals. Thankfully there is something you...

    • February 3, 2017
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