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6 Steps Millennials Can Take to Achieve Financial Success

6 Steps Millennials Can Take to Achieve Financial Success

by Kay Dee Cole | Nov 15, 2016 | Tips for Saving

Oh, to be young! For many millennials, the opportunity to achieve financial nirvana is at hand. The Great Wealth Transfer from Baby Boomers to the next generations has begun, with an estimated $41 trillion or more to change hands. If you are one of the fortunate ones...
Worried About Outliving Your Money? The Pros and Cons of a QLAC

Worried About Outliving Your Money? The Pros and Cons of a QLAC

by Kay Dee Cole | Nov 1, 2016 | Estate Planning, News, Protecting Your Assets & Credit, Retirement, Tips for Saving

Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. According to a 2013 Stanford Study on Longevity, there is now a 50% chance that a 65 year old man will live...
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