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      I was reading this article, okay, on the 2025 certified CFP of standards, and I'm reading it, and I'm...
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      Safe Money Options Heading Into 2026
      A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy...
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      Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
      For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence...
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Weekly Newsletters

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Safe Money Options Heading Into 2026
December 5, 2025
A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy...
Read More
marc-najera-SwK6MSxTLDE-unsplash
Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
November 27, 2025
For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence...
Read More
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Estate Planning & You: Getting Ready for 2026 (Without Freaking Out)
November 21, 2025
state planning sounds like something for billionaires in marble mansions… not for regular people with...
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Retirement Planning in 2026: How to Prepare for a New Era of Retirement
November 14, 2025
If you feel like retirement has gotten more complicated, you’re not imagining things. Between market...
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Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)
November 9, 2025
TL;DR: Going into 2026, retirees face two big realities: markets that still swing and a shifting tax...
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Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
October 31, 2025
As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement...
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Why Life Insurance Belongs in Your Retirement Plan
October 23, 2025
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s...
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Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
October 16, 2025
Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed...
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Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck
October 10, 2025
Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability,...
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Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth
October 4, 2025
Big idea: Life insurance and fixed indexed annuities (FIAs) aren’t either/or. Used together, they can...
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Why Fixed Indexed Annuities Are a Smart Choice for Retirement Planning
September 26, 2025
When planning for retirement, one of the greatest challenges is balancing growth potential with protection...
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The 4% Rule: How Much Can You Spend in Retirement?
September 18, 2025
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you...
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