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Understanding Annuity Suitability

Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica

Baby Boomers And Their Parents Both Need Support

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

How Living Benefits Can Help You in Retirement

Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl

Insuring Your Business With a Buy/Sell Agreement

Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage ear

Is a SEP-IRA Right for Your Business?

A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business

Retirement for the Self-Employed

In the past, we’ve talked about the importance of being prepared for retirement. Of course preparation is different for everyone. For one, w

Where To Get Small Business Loans Under $50,000

It’s not always easy for small business owners to pinpoint the best lender for a microloan of under $50,000. After all, most major banks are

401(k) vs. IUL

In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..

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