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Educational Reports
White Paper – Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth ...
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White Paper – Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social ...
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White Paper – Understanding Social Security Benefits
Before you can retire, you should know what all of your sources of income are going to be, and how ...
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White Paper – Are Your Allocations Right for RMDs?
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you ...
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White Paper – Understanding Required Minimum Distributions
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to ...
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White Paper – Market Math Made Simple
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common ...
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White Paper – The Hard Lessons of Stock Market History
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends ...
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White Paper – The Importance of Strong Financial Defense
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every ...
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