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Tax Treatment of Annuities
Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of…

Another Way to Protect Your Family
Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in…

5 Things to Know About Your 401(k)
If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep…

Avoid This Costly Financial Mistake
As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for…

One Easy Change Leads to Big Results
What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream…