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  • Home
  • About Us
  • Services
    • Retirement Planning
    • Income Strategies
    • Insurance Reviews
    • Tax Planning
    • Estate Planning
    • Employee Benefits
    • Investment Strategies
    • Long-Term Care
  • Resources
    • Videos
    • Blog
  • Contact Us
  • Financial ebooklets

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How to break-up with your bank

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  • May 1, 2019
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      Hot New Monthly or Yearly Income Annuity!!!! •Age 60, 250,000 premium •31,390 guaranteed income at age 70 •8% Premium Bonus

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Know You Net Wroth?

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  • Apr 16, 2019
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      Why Knowing Your Net Worth Is Important : Your net worth is the amount by which …     Frank Baker F. Baker

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New Letter April 10, 2019

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  • Apr 10, 2019
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      The Serious Flaw With This Common ‘Retirement Plan’: Many older workers report in surveys that they …

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Merry Christmas

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  • Dec 21, 2018
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A Quick Guide to Common Insurance and Annuity Terms Weekly Update November 17, 2018

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  • Nov 16, 2018
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The financial world is filled with industry jargon and lingo. To help you understand common terms, we’ve assembled a quick guide for your

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Teach Your Grandchildren Important Lessons about Money October 24, 2018

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  • Oct 25, 2018
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You may have dealt with money for more than half a century. You understand hard work, following a budget, saving money, and spending wisely. You

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When Should You Change Your Life Insurance Policy? October 17, 2018

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  • Oct 18, 2018
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You know why you should get life insurance. To protect your family. To leave an inheritance. To pay off debts and other expenses. To create more

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Stocks Take a Ride Weekly Update – October 15, 2018

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  • Oct 16, 2018
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Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on

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Examining Economies Weekly Update – October 8, 2018

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  • Oct 8, 2018
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Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[i] The S&P 500 lost 0.98%, the

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Do You Need Life Insurance in Retirement?

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  • Oct 4, 2018
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October 3, 2018 Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to

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