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The Presidential Election and Stock Market Returns

Targeted Rate of Return OR S&P 500

Estate Equalization Solutions

The Value of Insurance

Different Models for Accumulating and Decumulating 2

Percent of Change

Debit Cards vs Credit Cards What's the Difference

Labor Day, 9 11 and the USA

Pooled Employer Plan by 401k Maneuver

Gross v Net Distributions

Making the Second Million

Mortgage Amortization More Interest in Early Years

Types of Risk Evaluation

IRS Clarification on Inherited IRA's

Retirement Failures

Withdrawing Money in Retirement

Importance of Beneficiaries

Working Before Full Retirement Age & Social Security Benefits

Rule of 72

Credit Card Fee or Not

Callan Periodic Table

Millions, Billions, Trillions What's the Difference?

FedNow Program

Fixed Index Annuities

We're Not for Everyone

What are Dividends

Percent of Change

The Rule of 72

The Importance of Math

Systematic Withdrawal Plan (SWP)

Social Security Strategy-Early v Late

Bond Prices and Bank Failures

Estate Planning Seminar with Jennifer Surmacz

Stone Castle FDIC Insured Savings

FedNow Program

Listening Behavior

Fixed Index Annuities

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