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A Soon-to-Be Retiree’s Guide to a Crazy Market

Nearing retirement? When the stock market tanks … Do. Not. Panic. according to this CNN Money article… You’ve heard that before. But it’s hard to sit tight during a...

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When Is 6% Versus 7% a Better Rate of Return???

When utilizing proper Gamma retirement planning strategies an investor can experience significant positive effect when taking income from their retirement portfolio.  Most advisors today don’t employ a Gamma-Optimized strategy...

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Part 3: Americans fear outliving their income more than they fear death… Have You Been Putting Off a Retirement Evaluation? The Truth will Empower You.

Part 3 of a 3 part series of articles on the value of retirement evaluations The Value of a Retirement Portfolio Review…uncovering a portfolio’s true value As stated in...

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Part 2: Americans fear outliving their income more than they fear death… Have You Been Putting Off a Retirement Evaluation? The Truth will Empower You.

Part 2 of a 3 part series of articles on the value of retirement evaluations The Truth Behind Retirement Evaluations How do WE Maximize the Probability of SUCCESS in...

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Americans fear outliving their income more than they fear death… Have You Been Putting Off a Retirement Evaluation? The Truth will Empower You.

Part 1 of a 3 part series of articles on the value of retirement evaluations “Americans fear outliving their income more than they fear death. 61% of those...

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Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke

“Tarnishing all annuities over some bad sales practices is “ridiculous,” Milevsky says. Ken Fisher hates annuities, and annuity experts aren’t exactly in love with what the famed money manager...

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7 Common Tax Questions Answered

Often, a single, well-thought-out tax strategy can put you in a position to keep significantly more of your investment earnings. That’s why it’s important to know the tax implications...

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10 Secrets to Maximize Your Social Security Benefits Under New Law!

“The budget bill signed into law in early November killed several popular Social Security claiming tactics. This budget bill shut down the popular ‘file and suspend’ Social Security benefit claiming...

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The End of the Bond Bull Market?

We’re hearing these two questions a lot lately….”Is it the end of the bond bull market?” And, “What’s the risk of bonds in my portfolio?” So we’ve done some...

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A Secure Retirement: Retirement Survey Results

The quest for a comfortable retirement has never been more challenging. Americans are living longer, healthcare costs are rising, and pension plans are disappearing. After almost a decade of...

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