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RETIRED: CAN YOU AFFORD THE RISK?
- Updated Video - During your retirement new
challenges will surface like longevity risk,
public policy changes, purchasing power loss,
health care and more. To cope you’ll need to
plan and look for ...Learn more |
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GUIDE TO SOCIAL SECURITY & A BETTER RETIREMENT
- Updated Video -
When should you start your Social Security?
Too soon reduces benefits, changes spousal rights
and shortchanges a surviving spouse. The right
time can add up to 20% to your retirement income
and Read Article |
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WHEN BANK CDS MAKE SENSE
- New -
Bank CDs are the safest places to
keep retirement money. They have been mainstay
for many retirement-minded Americans because of
the safety, ease of understanding and
flexibility of maturities. Unfortunately, most
...Learn more
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CONFLICTING INVESTMENT ADVICE: WHO KNOWS BEST
- Updated -
Times have changed, have you?
Historically, you’ve gotten your investment
advice from bankers and brokers – but they’ve
changed with the times! There are new sources
that ...Learn
more
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MANAGING
YOUR RETIREMENT MONEY
- Updated Video - This straight forward, easy-to-read overview
is an excellent road map of what you can do in
retirement to lower investment risks, optimize
earnings and pay fewer taxes. Read
Article |
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IS YOUR ANNUITY GOOD OR BAD? Updated
Annuities are probably the most maligned and misunderstood of all safe money places.
They are championed by some and smeared by others, but everyone agrees they are not for
everyone...nor are they bad for everyone. If
you own an annuity or are thinking about deferring taxes by buying one, you'll want
to read this booklet for the pros and cons
Learn more |
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FREE
WEBINARS ON RETIREMENT MATTERS
Each monthly webinar is free and covers a new
topic of interest to the retirement-minded. You
can learn from the comfort of your home, anonymously,
and without obligation. Register
for Webinar |
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PLAN
YOUR FUTURE WITH RETIREMENT CALCULATORS
Find out if you’re on target for a worry
free retirement. The retirement calculators allow
you to determine how much you’ll need,
the impact of inflation and how the power of
tax-deferral can boost your retirement lifestyle. Get
More Information |
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The Basics of Reverse Mortgages
Convert
home equity into tax free cash without selling,
moving or making payments. Learn more |
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UNDERSTANDING YOUR MUTUAL FUND
The free eReport on mutual funds will help you
make better decisions before committing money. Learn more |
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Retirement: Your Greatest Financial Challenges
-Updated Video- Retirement’s greatest challenge will be making
your money last. There’ll be interest rate cycles, bad markets, inflation, taxes,
emergencies and broken government promises.
You’ve one chance to get retirement right! Learn more |
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Risk and Reward are Traveling
Companions
- Updated Video - Many
retirement-minded savers unknowingly risk their
money to principal loss and this could spell
a diminished retirement. The one immutable
law of investing says ... Learn more |
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POSITIONING Your MONEY FOR Retirement
- Updated Video - Your investment objectives
and tolerance for risk change when you move
from your working years to retirement. To
safeguard your income in retirement, changes
may be needed in your investments. To make
the best decisions and ...Learn more |
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Rolling over your retirement money: Good or Bad?
- Updated Video - When leaving an employer for
whatever reason – retiring, changing jobs,
downsized, starting your own business – should
you roll over your retirement money to an IRA or
your new plan? To avoid unnecessary taxes, loss
of options and earnings you should know the
facts because ...Learn more
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