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Welcome and thank you for stopping by. Our blog sets the heading to separate financial fiction from financial fact to help keep you afloat and stay the course. From 401(k) IRA Rollovers to Life Insurance, Living Trusts, Social Security, Annuity Rates and everything in between, we are here to educate the community about important financial topics that affect your estate and retirement plans.

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You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.

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