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Life Insurance in Your Retirement Plan

You love it…You hate it… Or you just don’t understand it. Did you know that today’s life insurance policies can do more for you, even while you’re living, than you might have ever imagined?
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Rising Tax Risks: Featuring Marty Ruby

If you don’t have a plan for your retirement, the lifetime of work you’ve put into saving for your retirement years could be subject to much higher tax rates than you thought. Special guest Marty Ruby, FSA talks about the growing tax concern for retirees today, as well as his latest webinar “Rising Tax Risks…
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4 Investment Pillars

Everyone has different goals and objectives when it comes to investing, but have you heard about the 4 pillars for investing? Find out why they’re so important, especially for retirees!
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Retirement Taxation

Benjamin Franklin once famously wrote:  “…nothing is certain except death and taxes.” So when it comes to your retirement income, how is that taxed? Does the government get a piece of everything, or are there some ways you can get some tax-free income? And how are your savings taxed when you pass away?
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Retirement Misconceptions

Retirement is a big step, but when preparing for that big decision, there are plenty of misconceptions out there that can throw you totally off course! We’ll discuss and dispose of some common misconceptions so you can plan your best retirement!
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Estate Planning

60% of Americans say estate planning is important, but 65% of Americans still don’t have anything in place for it. It is important for not only when you’re gone, but while you’re living too.
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Mt. Retirement Podcast

In true Colorado spirit, picture saving for your retirement as climbing a mountain… Mount Retirement! When you retire, you’ve reached the summit! But now what? Free fall, or controlled descent?
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Retirement Planning

Why is retirement planning important, what’s included in a plan, and when should you get started?
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Turn Savings Into Income

Retirement planning includes having income that will last the rest of your life. There is a useful, yet often misunderstood tool, that can help accomplish that goal. Learn the pros and cons to help decide if this tool is right for you!
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Retire Worry-Free

You’ve worked hard and saved well throughout your working years, and you’re just about to retire… But now those pesky pre-retirement jitters set in! Are you prepared to retire worry-free?
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