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Should You Consolidate Your IRAs?

Do you own multiple IRAs at various institutions?  Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.

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Which Type of Long-Term Care Insurance Is Right for You?

The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.

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Are You in Your Confidence Zone?

Everyone wants to feel confident in where they are in life, and in where they are going.  Everyone achieves confidence in their own way. Retirement is no different.

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Roth 401(k) Contributions/Distributions

Participants have the option of designating some or all of their salary deferral as a Roth contribution to their 401(k) and 403(b) plans.

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Stifel Wealth Strategist Report®

Why would you embark on your financial journey without planning and forethought?  Just as with travel, there is more than one route to take toward achieving your financial goals.

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The Importance of Keeping Beneficiaries Up To Date

When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.

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The Value of Financial Planning

Financial planning is a crucial step in managing your financial future. Not only does it help you see your financial situation today, it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement.

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The Basic Documents for Estate Planning

Learn about some of the basic documents used for estate planning.

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I Own an Annuity – Now What?

If you own an annuity, you may be approached about exchanging or replacing it with a new and “better” product. Because annuities can be complex, you may struggle to distinguish legitimate opportunities from unsuitable pitfalls.

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