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2023 Tax Guide
2023 Tax Guide is summary in nature and is current and accurate as of January 1, 2023.
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Retirement Income in Inflationary Times
Protect your retirement income from longevity risk, inflation risk and sequence of return risk..
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Don’t Let the Stock Market Ruin Your Retirement
The Stock Market is an Unreliable partner in YOUR retirement!.
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Rethinking Retirement the 60/40 Model is Dead!
How a FIA can boost and protect your 60/40 Asset Allocation Model!
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Reviews
George put together a plan so I can delay taking Social Security and still have guaranteed lifetime income.
Connie R – Realtor
I was so afraid of the market I was in CD’s never realizing that inflation was killing me- George and his team have me now growing my money with never losing it.
Laura C – Homeowner