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What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...
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LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
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YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
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Retirement Planning
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