I’m fortunate enough to have a subscription to a financial newsletter by Paul Dietrich, the Chief Investment ...

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As with some of my weekly newsletters, my topic of discussion comes from a conversation I had ...

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 If you have ever had to deal with an estate that was not properly established by a ...

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 Well, the “chump was stumped!”  I had an interesting conversation with a client who is using some ...

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 In this month’s ATLAS Annuity Rate Report, we’ll look at the highest MYGA and FIA rates.  Plus, I ...

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 I've spent years discussing various retirement income solutions with clients. We all want to achieve a comfortable ...

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