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Posts Tagged ‘Retirement Plan’

December 5, 2022 Weekly Update

By angelicacomahig | December 5, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Fixed Annuities – Best Rates in Over a Decade

By angelicacomahig | December 5, 2022

Interest rates are rising, and while this is a concern in many areas, it’s a major driver of fixed annuities. We’re in the best environment for fixed annuities in the…

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November 28, 2022 Weekly Update

By angelicacomahig | November 28, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Structured Notes – Frequently Asked Questions

By angelicacomahig | November 28, 2022

Structured notes are something that a lot of our clients are asking us about. We use these notes, but many people don’t know what they are, how to buy them…

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November 21, 2022 Weekly Update

By angelicacomahig | November 21, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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2022 End of Year Tax Strategies

By angelicacomahig | November 21, 2022

Taxes should be on everyone’s mind at this point in the year. Retirement planning and end-of-year tax strategies should be interlinked to help you secure your retirement and pay as…

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November 14, 2022 Weekly Update

By angelicacomahig | November 14, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Tax Planning Should Be a Part of Your Retirement Plan

By angelicacomahig | November 14, 2022

Retirement planning is on every worker’s mind, but there’s one area that people often overlook: tax planning for retirement. You work hard for your money, and if you take the…

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November 7, 2022 Weekly Update

By angelicacomahig | November 7, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Having a Fun Fund in Retirement

By angelicacomahig | November 7, 2022

Retirement is a major milestone, and there is something we highly recommend for all of our clients: a fun fund. You work hard, and you should work through retirement with…

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Recent Posts

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