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Does My Advisor Get Me?

Your advisor has a job: to work for you. How does your advisor measure up?

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Pink & Blue Money

How do you relate to your money, and what can you learn from your partner’s approach?

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Truth & Myths about Annuities

Annuity myths have circulated inside financial circles for years. The truth is, for some people annuities are a great opportunity, and they may miss out because they NEVER explore their options.

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Maximizing Your Variable Annuities

Variable Annuities are complicated financial instruments. However, with knowledge and guidance, you can get greater benefit from your Variable Annuity.  Learn more about optimizing your variable annuity.

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Annuity Missteps

Annuities are quite a controversial tool surrounded by misperception. As longevity risk plays a bigger role in retirement planning for individuals across the country, it’s important to understand the possible missteps and potential benefits.

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401(k)

We’ve all heard, “Failing to plan is planning to fail.” So, we look ahead to retirement and open a 401(k), especially if an employer is matching. But how do you navigate the complexities of rollovers and distributions? Let’s explore common FAQs.

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Surveys

Does My Advisor Get Me?

In a professional Client/Financial Advisor relationship, the only TRUE important goal—increasing the likelihood you will maximize your financial success. Are you confident in your advisor? MEASURE YOUR RELATIONSHIP HERE
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Retirement Preparedness Assessment

We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams. Let’s help you consider how prepared you are to make the most of your retirement.
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Annuities Quiz

Tools that are often misunderstood means opportunities that can easily be missed. How well do you understand annuities? Test yourself now! 

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