Here are a few resources to check out!


Tax-Free Retirement 

Find out how it truly is possible to accumulate money that can be accessed tax free…but only if it is done properly. This fun-to-read book reveals exactly how this concept works and should be required reading for every American.


Stress-Free Retirement 

Nearly every person who reads this book wants to schedule a meeting with the person who gave it to them to discuss how insurance products can enhance retirement. 



Digital Download Financial Planning 101 

Wanting to start to get your finances in order? The first step to planning for your financial success is to start with the basic, make a budget, make a savings goal. We have created a digital download that makes this easy. 



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Check out these articles below

Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming

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Catch-Up Contributions

A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident. In 2001 congress passed a

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Systematic Withdrawals in Retirement

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high. Does

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Budget Check Up: Tax Time Is the Right Time

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits. It seems a shame not to make

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