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Life Insurance
People buy life insurance to protect those left behind in the wake of an untimely death. Whether it is to assure that a son or daughter goes to…
Long-Term Care
The day may come when you need long-term care. It can be very expensive and Medicare doesn't usually supplement that cost.
IRAs
An IRA is an investment account that belongs to you, to which you contribute. It can consist of stocks, mutual funds, bonds, annuities, certificates…
Mutual Funds
With mutual funds, investors pool their money into a portfolio of securities that is typically diversified and professionally managed.
Managed Accounts
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by…
Annuities
Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income…