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Retirement

MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.

Which Birthdays Are Financial Milestones?
Quiz: Which Birthdays Are Financial Milestones?  4When it comes to your finances, some birthdays are more important than others. Take[...]
General Resources
Social SecuritySSA (Social Security Administration office) 800-772-1213Medicare(800) 633-4227 For information on Medicare in English and Spanish(877) 486-2048 People who require TDD or[...]
Is the Coronavirus infecting your money?
This might be the time to look at finally diversifying a portion of your portfolio into something safe. My clients[...]
CAN WOMEN BE DIFFERENT THAN MEN?
How women can be different than men, financially speaking 1We all know men and women are different in some fundamental[...]
New Generation Retirement Plan
The Ultimate 5 Step Retirement Planning ProcessYour FREE  guide to a safe and secure retirementIt wasn’t so long ago that[...]
3 Drawbacks to Early Retirement
Being early can be considered a virtue. Just think of some of the proverbs that we’ve all heard hundreds of[...]
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