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5 Disciplines of Financial Planning

A comprehensive financial plan needs to incorporate more than just investments. Take a look at the key areas you should consider.

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Pink & Blue Money

How do you relate to your money, and what can you learn from your partner’s approach?

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Does My Advisor Get Me?

Your advisor has a job: to work for you. How does your advisor measure up?

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Financial Personas

The way you view and handle your money is tied to your financial personality. Learn more so you can leverage your strengths and weaknesses.
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Truth & Myths about Fixed Annuities

Annuity myths have circulated inside financial circles for years. The truth is, for some people annuities are a great opportunity, and they may miss out because they NEVER explore their options.
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Pay Less Taxes

When it comes to taxes, how do you know if you’re paying more than is needed? With a fixed income, it’s important to minimize taxes whenever possible.

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Surveys

Does My Advisor Get Me?

In a professional Client/Financial Advisor relationship, the only TRUE important goal—increasing the likelihood you will maximize your financial success. Are you confident in your advisor? MEASURE YOUR RELATIONSHIP HERE

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Retirement Preparedness Assessment

We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams. Let’s help you consider how prepared you are to make the most of your retirement.

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Annuities Quiz

Tools that are often misunderstood means opportunities that can easily be missed. How well do you understand annuities? Test yourself now!

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