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Investing with Purpose Articles for Financial Decision Making

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Retirement Planning (3)

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Retirement Planning, Income Planning, Annuity

Part 3: Variable Annuities: A Dance with Market Dynamics

Introduction In the grand ballet of financial planning, variable annuities stand out as one of the more intricate...
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Retirement Planning, Income Planning, Annuity

Part 2: Sailing Towards Retirement: A Deep Dive into Income Annuities

Introduction: Navigating the Waters of Income Annuities In the vast ocean of retirement planning, annuities emerge as a...
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Retirement Planning, Income Planning, Fixed Income, Annuity

Part 1: Annuities Unveiled: A Guide to Understanding Annuities

Author's Note This 6 Part Series on the topic of Annuities. Annuities can be a wonderful tool when used optimally...
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Advanced Planning, Non-Qualified Accounts, Retirement Planning, Income Planning, Tax Planning, Social Security Planning

Introductory Guide to Navigating Multiple Tax Torpedo Corridors

Taxation can be a complex field, especially when you consider the implications of the tax code on different types of...
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Retirement Planning, Income Planning, Tax Planning, IRA, 403b, 401k

Understanding Required Minimum Distributions

Introduction A Required Minimum Distribution (RMD) is a term many Americans become familiar with as they approach...
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Retirement Planning, Income Planning, Bonds, Fixed Income

The Advantages of Purchasing Individual Bonds or CDs vs. Bond Funds

Investors are always on the lookout for the most efficient and safe methods to diversify their portfolios. Among the...
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Retirement Planning, Income Planning, Tax Planning, Social Security Planning

A Strategic Guide to Retirement Planning for the Soon-to-Be Retiree

Stepping into the retirement phase of life is an exhilarating transition. It's the time when you reap the benefits of...
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