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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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10-Step Layoff Survival Guide  Thumbnail

10-Step Layoff Survival Guide

Access this special guide that lays out some easy-to-follow steps that could show you more choices and flexibility than you thought you had if you're facing a sudden layoff or employment change near retirement.

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Introducing the SECURE Act  Thumbnail

Introducing the SECURE Act

On December 20, 2019 President Trump signed into law a $1.4 trillion year-end spending bill into affect, which included the SECURE Act. This short paper covers some of the changes the SECURE Act brings.

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