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Asset Planning Blog

Why have I not heard of this plan?

Americans weren’t supposed to. Why? In 1978 when the tax deferred products were introduced to America, the “public information” goal was that Americans weren’t saving enough for their individual retirement and these programs were just the ticket. It was shoved down...

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Can employers take advantage of this Plan?

The better question is, “Why wouldn’t they take advantage of this plan?” Great question, so let’s address the most common ones. If you’ve got one we didn’t address, contact us and ask, we’ll be happy to provide the answer. Is this a legitimate retirement plan? Yes. In...

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We can’t save you because you’re on life support…

Financial planning is much like healthcare, you have to plan for your retirement and maintain a healthy financial plan throughout the course of your life. Imagine you’re a doctor. In fact, maybe even an emergency room doctor. How many patients with different symptoms...

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Most people have NO IDEA what kind of income…

...they’ll have if and when they retire. Go ahead. Ask someone who has a job. Doesn’t matter if its day one, year one or just about to. Oh sure, the ones who HAVE an answer are relying on a “projection”. From their employer…or any one of a number of retirement...

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The Millennial Microwave Mentality is Alive and Well!

We're being facetious. That's NOT always a positive thing. In retirement planning and wealth creation, unless you hit a powerball or create the next big internet thing, you should be planning long-range. Get something that requires ZERO effort after setting up. Will...

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Millennials Biggest Mistake is…

First, we cannot take credit for the words assembled above into a neat title. Nor the article to which they lead. We CAN take credit for a VERY IMPORTANT aspect of retirement written about >>HERE<<. We direct your attention to the first paragraph under...

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