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Latest Blog Posts

Four Pitfalls to Avoid When Planning Your Retirement

Retirement is an exciting time in anyone's life. You finally have the free time (and hopefully, free money) to do all of those things you've always wanted. However, to make the most of your retirement, you'll need a solid financial plan in action. The sooner you set...

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The 4 Key Steps to Planning Your Retirement Income

If you’re fortunate enough to enjoy good health and a reasonable level of financial security, your retirement years can be a truly golden period of your life. But many people look forward to their last day at work with trepidation rather than pleasant anticipation,...

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The Three Best Ways to Avoid Probate

You're planning to retire, but chances are one topic you haven't thought much about is probate. Who would, when they're planning to enjoy their life? It's important to think about probate because the process is costly: in some states, attorney and court costs could...

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The following material is not intended to be relied upon as professional tax, legal, or accounting advice or instruction. It should be used for educational and information purposes only. Neither the information, nor the presenters are endorsed by or associated with any government agency, including the U.S. SSA (United States Social Security Administration). Always receive counsel directly from a professional attorney, accountant, or other legal advisor who specializes in these areas if you have questions or concerns about your particular situation. It is possible that some or all of the information provided here will not be applicable to your unique circumstances. Annuities are a type of insurance product. They are not deposits or obligations of any banking institution, including traditional banks, credit unions, savings and loans, or these institutions' affiliates. They are not underwritten or guaranteed by these institutions, nor are they FDIC insured. Annuities come directly from the issuing company and are backed by that company’s ability to pay claims. Surrender charges or fees may accompany annuities; these will vary by product.