• A FEW WORDS ABOUT US

    We here at {{bn}} specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    Financial Services

    Financial Services

    Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    Insurance Services

    Insurance Services

    Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    Educational Videos

    Educational Videos

    Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • LIFE FINANCIAL WEEKLY NEWSLETTER

  • IRA BLOG

  • Today, Americans are faced with endless uncertainty, like what’s ahead for the tax code, health care and Social Security, to name a few. But removing some uncertainty surrounding retirement is an obtainable goal all Americans can strive to achieve. The retirement crisis has become a staple in [...]

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    Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, found from IALC surveys, power the game’s questions and demonstrate the need to offer approachable and light-hearted ways of boosting Americans’ confidence when it comes to saving for retirement.[...]

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    Working in Retirement: Fantasy or Reality?

    To work or not to work? That is the retirement planning question. Let's take a closer look at this modern-day riff on the famous line in Shakespeare's "Hamlet," where Prince Hamlet laments about life's unfairness but reflects that the alternative (not being alive) could be worse. Lately, many [...]

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  • If you have a 401(k) account or other employer sponsored retirement plan, you probably already know that a distribution before you reach age 59½ is going to be subject to a 10% penalty. One exception to the 10% early withdrawal penalty allows participants in a qualified plan to take a distribution [...]

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    Roth IRAs become 20 years old in January of 2018 and now hold more than $660 billion in retirement wealth, reports the Investment Company Institute (the source of the data in this article). Yet while Roth IRAs have become very popular among individuals who make annual contributions to IRAs, they [...]

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    This week's Slott Report Mailbag looks into RMD rules and the "still-working" exception as it pertains to IRAs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here. Question: Good [...]

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