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Sequences of returns risk
Investment Planning

Sequence of Returns

One of the biggest risks to a successful retirement plan is sequence of returns risk. Also known as timing risk, sequence of returns risk is

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Investment Planning

Risk

Investing and risk go hand-and-hand, and generally speaking, the more risky an investment is, the greater the potential return. Different investments have different types of

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Insurance

IRS Advantages with Life Insurance

Nothing is certain except death and taxes, Benjamin Franklin once wrote. However, life insurance policies can afford us a brighter outlook by providing strategies to

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Market Overview

Shedding Light on Potential Tax Reforms

It’s safe to say that the last 90 days have been trying for many Americans. Don’t despair, there may be some good news about tax reforms. We could be facing the first significant tax reform since 1986!

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