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Fixed and Immediate Annuities

https://vimeo.com/737034942/62e7a7f3b5 The word annuity means a stream of payments. We’re familiar with this concept as it applies to traditional pensions. Unfortunately, there are fewer and

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Tactically Managed Accounts

https://vimeo.com/736341740/c590c1d299 Imagine you’re in a mall with your spouse and you realize there was something you forgot in the car. You then suggest, “honey, wait

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