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“A goal without a plan is just a wish.”
                                              
 ~Antoine de Saint-Exupéry  

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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Planning for a Long Retirement

Americans are living longer than ever, thanks to advances in health care, improved diets and better exercise. This is great news of course. But, it also presents you with a significant financial challenge: making sure your money lasts as long as you do. 
 
The key is to start planning now. By giving yourself as much time as you can to implement a comprehensive financial plan – and to review it along the way – you’ll increase your chances of achieving a comfortable and secure retirement, and live the life you’ve dreamed of for decades to come. 

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Have You Stress-Tested Your Portfolio Lately?

Have you ever wondered how much financial risk you can or should take?

Despite all the advances in technology, people still invest the vast majority of their financial assets using a combination of gut instincts, hunches, emotionally-driven decisions and “what we learned in college.”

Check this out: Riskalyze's patented Risk Number® technology objectively calculates an investor’s true risk tolerance, using a scientific framework that won the Nobel Prize for Economics in 2002. 

Try it below for free, to see if you're currently getting the most return for the greatest amount of risk that your lifestyle can handle.


Find Your Risk Number

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.
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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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