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4 Retirement Pitfalls and How to Avoid Them
4 Retirement Pitfalls and How to Avoid Them Retirement pitfalls can throw a wrench in your plans and cause distress during retirement. In this article, we will review what 4 of these retirement...
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When to Being Taking Social Security Benefits
When to Begin Taking Social Security Benefits For many people, social security plays a big part in their retirement. But it is important to know when to begin taking social security benefits. In this...
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Frequently Asked Annuity Questions
Frequently Asked Annuity Questions Annuities can be helpful but complex investment vehicles. We want to help clear up some of the mystery. To do this, in this article, we will answer several frequently...
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Annuity Taxation
Annuity Taxation Annuity taxation will depend on what type of money you used to fund the annuity, pre-tax or post-tax. This is known as qualified or non-qualified. In this article, we will go over how...
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Celebrity Estate Planning Mistakes-Part 5
Celebrity Estate Planning Mistakes Celebrity estate planning mistakes can be useful in helping us to avoid the same issues. In this article, we will go over five celebrity estate planning mistakes....
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Benefits of Long-Term Investments
Benefits of Long-Term Investments Long-term investing involves holding on to stocks for a year or longer. In this article, we will go over the benefits of long-term investments. Avoid Poor Market...
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Frequently Asked Questions About Disability Insurance
Frequently Asked Questions About Disability Insurance Disability Insurance is a type of insurance policy that will replace a portion of your income if you are unable to work for an extended period due...
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6 Taxes Retirees Faces
6 Taxes Retirees Face As you age, you need to factor in tax planning. There are forms of taxes you will face in retirement that you did not previously have to worry about. In this article, we will go...
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8 Steps for a Complete Estate Plan
8 Steps for a Complete Estate Plan A complete estate plan is vital to protect your assets for your loved ones. In this article, we will go over 8 steps for a complete estate plan. 1. Inventory Your...
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Utilizing Traditional and Roth IRAs
Utilizing Traditional and Roth IRAs Utilizing Traditional and Roth IRAs can help you maximize investment benefits to boost retirement savings. In this article, we will go over how you can use...
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