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Financial Guides & eBooks
How Long Will Your Money Last? Lifetime Income Planning Choices
This book provides a practical guide to retirement planning, covering key topics like income strategies, Social Security, investment choices, and risk management. It explains tools such as annuities, IRAs, and life insurance, while offering worksheets and examples to help readers build a secure financial future.
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Owning and Inheriting IRA(s) and Other Retirement Accounts!
This book guides readers through retirement planning and wealth transfer, covering income strategies, investments, Social Security, and key legal and tax considerations, with tools and examples to support confident decision-making.
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Increase Your Social Security Benefits and Retirement Income!
This book helps readers plan a secure retirement by covering income strategies, Social Security optimization, and investment risks, using real-life examples to guide key financial decisions.
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Long Term Care Solutions!
Learn how to prepare for the high costs of long-term care, protect your assets, and make informed decisions to avoid financial hardship during life’s most vulnerable moments.
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