Archive for October 2023
Keeping Your Mortgage
Retirement Income
The Right Type of Annuity For Your Portfolio
Standard Of Living
Paying off your Mortgage
Long Term Care
Five Types of Annuities
Pros and Cons of Staying in Your Current Home after Retirement
Social Security Changes in 2024
Written By: Marissa Waldron, CFP® We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…
Read More2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves are beginning to change color, and football season is in full swing. Fall is hands down my favorite time of…
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