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Trusted Contact

We have been asked to explain the reason why some financial institutions ask for the name of a person that is often referred to as a “trusted contact.” There is

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Retirement in Stages

One way to approach retirement is to think of it in stages. While retirement might seem like the final step of a journey, your goals and lifestyle will likely continue

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Why? 

We were recently asked why we believe that an annuity can help with your retirement strategy. Three reasons come readily to mind.  The first reason is that they can be

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TOD or POD

In the context of bank accounts and who their beneficiaries are, TOD means transfer-on-death, and POD means payable-on-death. These types of designations can play an important role in your estate

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Before You Click 

Some scams are run on a daily basis, and are so intricately made, they can trick even the smartest of us. The scams we’re talking about come in the form

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Retirement Paycheck 

Retirement is different from your working years–you’re no longer putting in time and collecting a paycheck regularly. Creating a sustainable paycheck in retirement is, however, an art worth mastering. Without

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Tying to Knot

According to the US Census Bureau, about 1 in 5 people over the age of 60 have married at least twice. However, all marriages are not created equal. The Schwab

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Back to Basics

An annuity is a financial product designed to provide a regular, guaranteed income stream (backed by the claims-paying ability of the carrier) over a specified period or for the rest

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Limits on Deductibility 

We’ve spoken in the past about annual contribution limits into qualified accounts, but have not focused on the nuances of the income limits for tax deductibility of those contributions.  It’s

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Pay Attention! 

We’re inundated with so many changes to rules related to retirement, that we oftentimes tell ourselves we can just ignore them and “focus on them later.” However, there are some

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Financial Stability

According to many experts, knowing your cash flow is the most important piece of information you will need in order to tell if you are not only living within your

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