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Why a Guaranteed Insurance Contract Should Be Part of Your Portfolio

Investing isn't easy in these uncertain times. The market crash of 2008 wiped out years of savings and unfortunately no one knows when the next…

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The Top 4 Annuities Myths That Get People in Trouble

The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths…

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What Are the Top 5 Goals for Planning Retirement?

Retirement is often referred to as "the golden years," and with good reason. After a long, dedicated career, now's the time to finally catch up…

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How to Save for Retirement in Your 20s

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5 Great Books for Retirement Planning

A wealth of information is available to retirement planners of all ages. Whether you're quickly approaching retirement or have just started your…

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Using Financial Planning Services Effectively

Financial planning gives you a road map to reach your most important goals. People with a financial plan are more than twice as likely to be…

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Your First Financial Planning Meeting

Financial planning is always a smart idea, but what many don’t think about is how to prepare for a meeting with a financial planner. Going into…

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IRA Rollover Rules

According to data from the Bureau of Labor Statistics, the average person will have around 11 jobs over the course of his or her life. All those…

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What Is a Wealth Advisor?

You might not think of a wealth advisor is a must-have service, but as your bank account grows, an advisor can be crucial in helping you plan…

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How a Fixed Annuity Can Help You

As you approach retirement age, you are more likely to look for asset protection and minimal risk than you are for aggressive investments that…

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Five Mistakes People Make with Retirement Savings

Saving for retirement can seem overwhelming, but planning can prepare you for your future in the present. Here are five common mistakes to avoid…

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Family Financial Planning: How to Prep for the Future

Putting together a financial plan for your family can help you meet your financial goals. Family financial planning helps you set and reach…

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