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Recent Posts

  • Difference Between Retirement Plans
  • Wealth Building … A Combination of Strategies
  • A Caregiver?s Manual for Being Prepared for That Call in the Night
  • What You Should Know About Retirement
  • 6 Ways to Invest in an IRA
  • Why variable annuities are now a good decision for everyone
  • Fixed rate vs variable annuities
  • Maximize what you are getting out of your IRA
  • Finding the right annuity for you
  • Pros and Cons of Variable Annuities
  • One investment versus another
  • What role annuties can play in your IRA

Categories

  • Annuities And IRA
  • Variable Annuities

Recent Posts

  • Difference Between Retirement Plans
  • Wealth Building … A Combination of Strategies
  • A Caregiver?s Manual for Being Prepared for That Call in the Night
  • What You Should Know About Retirement
  • 6 Ways to Invest in an IRA

Blogroll

  • Hybrid Income Annuities
  • Variable Annuity Definition

Difference Between Retirement Plans

by admin on March 18, 2011 - 0 Comments
Categories: Annuities And IRA

It is important to make good choices when it comes to saving for your retirement. Having a Financial Planner or Accountant review your current portfolio and your goals for the future is the first thing you should do; as they can help you determine investment vehicles that align with your risk tolerance and savings objectives. [...]

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Wealth Building … A Combination of Strategies

by admin on February 27, 2011 - 0 Comments
Categories: Annuities And IRA

While the following strategies can stand alone, multiple strategies can combine to obtain superior results. Adding the tax savings available to a business can go a long way towards maximizing what you keep. To quote Supreme Cout Chief Justice Learned Hand speaking of taxes, “we must all pay our fair share, and not a penny [...]

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A Caregiver?s Manual for Being Prepared for That Call in the Night

by admin on February 6, 2011 - 0 Comments
Categories: Annuities And IRA

For the last 20 years, I have helped clients plan for their “golden years”, including how they will address the issues of aging and remaining independent. And now I am personally experiencing it myself; I am the Designated Daughter with my own parents. Because my parents and I had “the important conversations” and did the [...]

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