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Resources

Planning for Healthcare Thumbnail

Planning for Healthcare

We hope you'll never need it, but what if you need long-term care? Do you have a plan? Healthcare could be the one expense that makes or breaks your retirement. This guide will help walk you through important factors for planning for healthcare in retirement!

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Work Smarter, Not Harder Thumbnail

Work Smarter, Not Harder

You're working more, earning more, and saving more to have enough in your retirement. But what if we tell you that by working smarter, not harder, you could maximize your retirement savings? If you think your money is working too hard, then download this report today - It's a must read!

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Evaluating Your Blueprint for Life Thumbnail

Evaluating Your Blueprint for Life

A second opinion can bring so much value, whether it's a construction quote, doctors visit, or your retirement plan. Should you treat your life insurance and annuities similarly? This special report will help answer that question, as well as give you some key things to consider when it comes to your policies.

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Outline Your Wishes With an Estate Plan Thumbnail

Outline Your Wishes With an Estate Plan

When people think of "estate planning", they usually think that it only applies if you have large sums of money. That's not true! A good estate plan not only takes into account your assets, but also can outline guardianship of minors or special needs children, disposition of real estate, and much more.

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Will Your Money Last as Long as You Do? Thumbnail

Will Your Money Last as Long as You Do?

Have you thought about the impact that a careful retirement income analysis can have on your future? If your plan doesn't take expenses like healthcare into account, there's a good chance that you might not have as much available money for your retirement as you think!

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Your Retirement Income Planning Checklist Thumbnail

Your Retirement Income Planning Checklist

Have you started to plan for the retirement you want? If not, you don't want to plan for retirement on hope or a "what-if". This checklist is a great tool to get started, and will help get you moving on the right path to a more secure retirement!

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