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A new client came in recently who wanted to boost his retirement savings. The trick was he was 70 years old. He had realized there was a chance he could outlive the money he’d saved, and that he [...]

Most retirement planners recommend planning your savings around living to at least age 100 these days. The IRS can make that a bit difficult, though, with its required minimum distributions [...]

When it comes to estate planning and securing your financial legacy, choosing the right life insurance policy is crucial. While term insurance offers affordability and simplicity, universal life [...]