ONLINE EXCLUSIVE: Managing the Longevity Equation with Annuities

As you help your clients build wealth and plan for the future, there are many difficult discussions to be had along the way. There are certain topics—whether it’s long-term care coverage or estate planning—that many individuals would rather not think about. But perhaps the most fraught-filled conversations for clients are those centering on the possibility of outliving their money and facing a crisis in retirement.

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Planning Your Charitable Giving for 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving.

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Market Update for the Month Ending January 31, 2019

New year kicks off with stock market rebound

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