Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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Saving for Education

Budgeting and funding options


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Why Name a Corporate Trustee?

Ensuring the trust is well-managed


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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Essential Estate Planning Documents

Essential documents to cover all phases of your life


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Annuities

Strategies for income in retirement


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Ginnie Mae Mortgage Securities

Linking the capital markets with federal housing markets


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Helping Children Build Financial Skills

Lessons that will last a lifetime


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Municipal Bonds

For any balanced, well-diversified investment portfolio


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Stretch IRA

A way to pass wealth to heirs


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Retirement Security

Ensure income needs are met through retirement


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Long-Term Care Insurance

Traditional and hybrid policies


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Estimating Retirement Expenses

A downloadable workbook to estimate retirement expenses


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Envision®

A thorough and objective approach to planning


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Treasury Inflation-Protected Securities

Bonds designed to protect against rising inflation


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Pre-Refunded Municipal Bonds

High credit quality from escrowed securities


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One Goal

October 21, 2013 -

Steps for achieving success


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