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Retirement: Ready or Not? 

Retirement Simplified - Position A: Position A is a term we use to describe a financial position where you will be able "to maintain your standard of living now until life expectancy, without running out of money". There are 4 key questions in which the answers will tell you exactly where you are in relationship to Position A and what you need to do to get to where you want to be. This brief video shares some ideas to consider and will list the 4 questions. 

Get The Answers

Get The Answers

We believe that everyone should know if they are in Position A and what they need to do to get there. The answers to the 4 questions are like GPS coordinates that tell you exactly how to navigate the path forward. It only takes about 10 minutes to provide the answers based on your situation. Click the button below to schedule a 15 minute online meeting and we will gladly provide the answers with no obligation. 

Additional Retirement Resources

Topics update each time you refresh the page

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Visit Our Retirement Resource Center For More

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