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Accumulation

You’re working hard to save and invest.

This is the time in life where you will make your major investments. Examine concepts and ideas to tend your investments and set you up for retirement.

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Distribution

You’re done working.

Now is the time to let your investments take care of you. Income planning, re-location, and health issues are some of the first considerations.

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Legacy

You want to ensure that your beneficiaries are taken care of after you pass.

Rest assured that you have taken the necessary steps to help make a smooth transition to your heirs and charitable organizations.

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America's trusted voice on money and business matters.

Featured Article: How BIG is currency?

With the advent of online payment systems and the rise of debit cards, physical currency may seem like a relic of a bygone era. But right now, there’s still a lot of it going around.

Let’s examine how the total amount of United States, Euro, Yen, and total worldwide currency actually looks. Spoiler alert: it’s big.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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