3 Types of Annuities for a More Secure Retirement

The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to using different types of annuities as way to provide more stability in their investment portfolios. Many retirees are also using annuities as a way to replace the third leg of the retirement income stool and provide guaranteed lifetime income.
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Updates to Medicare in 2021: Here’s What You Need to Know

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare.

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Exploring Options for Lowering Your Tax Liability In Retirement

If you earn any kind of income, you're going to pay taxes, and investment income is no different. As your portfolio grows nearing retirement, it’s important to consider your pre-tax and post-tax retirement incomes, and how future tax liabilities may impact your overall retirement strategy.  If you’re working with a savvy financial professional, they will consider these factors when building your plan.

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