Download Our Complimentary Retirement Kit
Fill out the form below to get instant access to our Retirement Kit that features three guides that are designed to help you build a retirement plan you can count on!
Each Kit Includes:
WILL YOUR MONEY LAST AS LONG AS YOU DO?
Check out this 8-page guide to see why a retirement income analysis could mean the difference between enjoying retirement or white-knuckling your way through it.
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Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out workarounds.
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Read how the average person spent $146 a year on health care in 1960 compared to the average cost today. (It’s a whopper!)
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Make sure you’re asking the right questions about retirement: How do I make my money last? What can I do to minimize taxes? How could a long-term care strategy help my family’s long-term medical needs?
ARE YOU PAYING TOO MUCH IN TAXES IN RETIREMENT?
This 8-page tax guide was created for you to better understand how taxes could affect your retirement income, including:
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Separating your taxable and tax-deferred accounts
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The signs to watch for in ever-changing tax laws
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Options for tax deductions in retirement income
THE GREATEST GIFT: OUTLINE YOUR WISHES WITH AN ESTATE PLAN
Check out this 12-page guide to communicating your values and goals to help your loved ones through tomorrow:
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Areas your will should address (and who should write it)
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The two types of trust — and how they can help reduce the chance of a family conflict
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A checklist to help you select the right person to carry out your wishes