One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
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Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.
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5 steps to help you determine your target number We all think about just how much we need to...
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Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
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Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...
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First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
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The thought of retirement brings joy and excitement . . . it should after all! That trip to...
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If you ask a soon-to-retire individual about his or her retirement plans, traveling would...
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Estate planning is a crucial step to protecting your family, your legacy, and the assets for which...
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One of the most important decisions you will make when preparing for retirement is where you will...
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