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Retirement Income Planning

An aspect of retirement planning that’s often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals. Whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal, increase the income, or have enough income to last the rest of your life.


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What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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