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Recent Posts

  • Weekly Market Commentary
  • Medicare in 2026: What’s New, What’s Changing, and What Your Clients Should Do Now
  • Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
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  • The Wonderful, Magical Form 5498
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  • Retirement Planning in 2026: Why Annuities Deserve a Serious Look
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