As I talk to people daily who are considering an annuity, I tend ...

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  Are you an “A-List” client to your advisor?  Are you a “whale”, “a ...

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  There are two things that are certain in life – death & taxes.  ...

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  There is a lot of talk about I-Bonds in mid-2022.  So, what are ...

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  What are the two biggest dangers in your retirement?  It’s not overpaying in ...

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