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A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch…
A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch…
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Prices have stayed high despite inflation having been subdued since 2022. Here's how those two factors impact your daily life, from grocery shopping…
Prices have stayed high despite inflation having been subdued since 2022. Here's how those two factors impact your daily life, from grocery shopping…
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Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
Posted by Liang Lee
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New resources are empowering older adults to tackle the complexities of aging without a spouse or children. Here's how community programs and…
New resources are empowering older adults to tackle the complexities of aging without a spouse or children. Here's how community programs and…
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Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
Posted by Liang Lee
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Financial literacy is key to overcoming disparities and achieving independence. Here's how to apply five essential steps to become your own bank and…
Financial literacy is key to overcoming disparities and achieving independence. Here's how to apply five essential steps to become your own bank and…
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Planning a Roth IRA conversion requires careful tax management to maximize future benefits. Here's how to handle the tax bill strategically and make…
Planning a Roth IRA conversion requires careful tax management to maximize future benefits. Here's how to handle the tax bill strategically and make…
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Leaving a financial legacy requires more than just naming beneficiaries-it involves carefully planning and considering your descendants' needs and…
Leaving a financial legacy requires more than just naming beneficiaries-it involves carefully planning and considering your descendants' needs and…
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Whether you're just starting to explore homeownership or ready to make an offer, this guide equips you with the knowledge and tools to make informed…
Whether you're just starting to explore homeownership or ready to make an offer, this guide equips you with the knowledge and tools to make informed…
Shared by Liang Lee
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How will your investments weather the ups and downs of the business cycle?
How will your investments weather the ups and downs of the business cycle?
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An auto-IRA may be just what your retirement portfolio needs if you qualify. Here's how they work and why they might benefit you…
An auto-IRA may be just what your retirement portfolio needs if you qualify. Here's how they work and why they might benefit you…
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Variable life insurance can be a complex product with fluctuating cash values and potential investment risks. Learn how this policy type works to…
Variable life insurance can be a complex product with fluctuating cash values and potential investment risks. Learn how this policy type works to…
Shared by Liang Lee
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When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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Whether you're a seasoned entrepreneur or a first-time filer, understanding the nuances of the tax code is crucial for financial success. Here's a…
Whether you're a seasoned entrepreneur or a first-time filer, understanding the nuances of the tax code is crucial for financial success. Here's a…
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Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article. #Inheritance #Finance…
Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article. #Inheritance #Finance…
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Term and permanent life insurance both provide financial protection but serve different needs. Which one aligns best with your family's future plans?…
Term and permanent life insurance both provide financial protection but serve different needs. Which one aligns best with your family's future plans?…
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Property owners, prospective buyers, renters and landlords should expect more of the same in the new year, for the most part. Here's why…
Property owners, prospective buyers, renters and landlords should expect more of the same in the new year, for the most part. Here's why…
Shared by Liang Lee
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Three tips for giving smart from the heart.
Three tips for giving smart from the heart.
Shared by Liang Lee
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Understanding how the Fed's actions affect borrowing costs, savings rates, and even your job security can empower you to make informed financial…
Understanding how the Fed's actions affect borrowing costs, savings rates, and even your job security can empower you to make informed financial…
Shared by Liang Lee
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Retail annuity sales have increased as an accumulation strategy, but plan sponsors will need education from advisors in order to adopt in-plan annuities. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .
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Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
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Jason Vincent
Good article from Rob Carrick... I would also add that planning software has application for clients further along in their lifecycle (i.e.) retirement and transfer stages of their lives and can help in optimizing other matters such as tax strategies and philanthropy. See our Matco Wealth Program. https://lnkd.in/dwabe6aj #wealthplanning #retirement #taxstrategies #philanthropy #familyoffice
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An increasing number of stock market investors are seeing huge losses in their taxable brokerage accounts. In this article from The Nautilus Group, you’ll learn how taking advantage of tax strategies for those losses may reduce the economic cost and potentially improve your overall returns. Once you’ve read this informative piece, let’s talk about how you can benefit from this technique – and avoid common traps and pitfalls.
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Darrell Pounders, RMA®, CRPC®, RICP®, AIF®
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To help you get the most out of your retirement plan committee, we’ve compiled several strategies for your consideration. Could implementing any or all of the following enhance your retirement plan committee’s performance? https://ow.ly/lCLK50RsppM
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