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Understanding Sequence of Returns Risk

One of the biggest risks facing any retirement income plan is sequence of returns. When you retire, you go from accumulation (saving for retirement needs) to decumulation (withdrawing from savings to meet retirement spending needs). If you experience a down market early in the decumulation …

Four Smart Planning Moves to Consider Before the Election

Although we cannot be certain as to what will happen on November 3rd, we know that with every election there is a chance for major policy changes. Specifically, Biden’s tax proposal includes plans for a massive rehaul of the tax code and higher taxes for many. It is crucial to begin plannin …

20 Financial Tips for 2020: Virtual Workshop on Thursday, June 4 at 4:15pm

Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know …

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