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Unlocking the Potential of Annuities in Your Retirement Plan

As many approach our 60s and look forward to longer lives, it’s the perfect time to reassess retirement financial strategies. Consider these compelling reasons why annuities could positively impact your financial situation: Maximize Social Security: Purchase an immediate annuity to [...]

2024-03-06T16:39:10-05:00Annuities|

Practical Suggestions to Build the Golden Years of Your Dreams

To build the life in retirement that you envision, there are retirement planning steps that are important to begin early on. Retirement planning is a key part of any sound financial plan. Procrastinating because you feel there’s plenty of time, [...]

Tips to Help You Practice Meaningful and Strategic Philanthropy

Many people find that being philanthropic with their money brings them joy. After all, being charitable can be a meaningful experience and is a way to put your core values into practice. Recent data confirms this, as The Philanthropy Roundtable [...]

2024-03-05T16:29:11-05:00Charitable Giving|