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https://youtu.be/7okBA752zYk Click the video above to follow along as David Reyes, The Retirement Architect provides insightful information on Annuities The third act. There have been many revolutions over the last century, but most are not as significant as longevity. The [...]
https://youtu.be/qoudcEQlm1E The Little Red Book of Retirement Chapter 1 The financial services industry uses HNW as a classification to designate an individual or family of high net worth. Every region and financial institution classifies high net worth differently, but generally, [...]
The Little Red Book of Retirement - The Foreword In 1995, my first year as an advisor, my grandfather passed away after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. [...]
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Click on the link to watch the attached video to learn more about: What are RMD's and How are they Determined? https://www.youtube.com/watch?v=8JUi3srJWs4&t=3s
Click on the link to watch our interactive video to quickly and simply understand: How to Strategize for your Social Security Benefits. https://www.youtube.com/watch?v=LlSuazb60RI&t=7s