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The Financial ABC’s of Retirement Planning Model Learn How Fixed Indexed Annuities Work How Long Will Your Savings Retirement Last RAISE Your Expectations

Investment Retirement Planning

Investment Retirement Planning

The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.


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Retirement Planning Courses

Retirement Planning Classes

Three classroom courses teaching The Financial ABC’s of Retirement Planning Model, The Six Pillars of Retirement Income, and Maximizing Your Social Security. Learn why the ABC Model of Retirement Planning is so effective.

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College & Financial Aid Planning

College & Financial Aid Planning

A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.

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7 Principles of Long-Term Investing

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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Learn how to harness the power of compound interest for your investments.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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