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    • Are You Suited for an Immediate Annuity?

      Morningstar· 1 day ago

      As today’s annuity rates are almost identical to those of that date, the article’s commentary remains fully relevant. The best way for retirees to increase their lifetime ...

    • Investment Corner: Retirement: How Much Money do I Need?

      Tahoe Daily Tribune· 3 days ago

      When I work with clients on their retirement plan, I want to make sure that they can retire with dignity—enough money to live the retirement life that the client envisions without being stressed ...