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Retirement Savings Strategies

January 1st, 2001|

Preparing and Planning to Minimize Taxes in Retirement While taxes are a fact of life, the amount you pay is NOT. Having a fixed income doesn't mean your taxes will be fixed at the same bracket or amount annually. How [...]

Maximizing Your Variable Annuity

January 1st, 2000|

Variable Annuity Policy Exchange (V.A.P.E.) While we have met plenty of people with variable annuities, we almost never meet someone who knows how their variable annuity works! Variable Annuities are complicated financial instruments, but can be valuable options in some [...]

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