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Article & Video Library

There is no better time than the present to explore and learn a bit about financial wellness

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What’s Your Retirement IQ? Can You Answer These Retirement Questions…

Funds from Social Security may not be enough to allow you to live the lifestyle you want when you retire. 401K’s and IRA’s are a ticking tax time bomb. The time to start thinking about retirement is today. What is your strategy to deal with taxes in retirement? Income shortfalls? What would happen if you were to become ill or need specialized care? How will your legacy pass on to heirs? 

This can all seem daunting and overwhelming. That is why our retirement planning experts are here to help you every step of the way. You will be prepared for every possible curveball life can throw your way. 

VIDEO RESOURCES

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What is an indexed annuity?

This is not your grandfather's annuity. These types of annuities are helping retirees to guarantee lifetime income streams.

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Will you have enough income in retirement?

What is your retirement income plan? Will you have enough money to live off of? How much of your income will be guaranteed? Are you relying solely on social security?

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Do your research on retirement accounts and annuities!

How much do you really know about different types of retirement accounts and annuities and how they can help or hurt you in retirement?