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No one has a crystal ball that provides a definitive answer to future tax liability. But if you look at the situation as a whole,...
Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at...
I've heard it said that seeing a financial representative is kind of like seeing...
Learn more in our free Annuities 101 booklet
Has the open road been calling your name since you were in stuck in the rat race during your working years? Retirement is a great...
Florida has long since been a destination for retirees and golfers — after all, it is the sunshine state with more golf courses...
Don’t Let Financial Bogeys Take You Off Course
Download our free Preparing for Retirement eBook to learn more about how shaping your finances with insurance products like...