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Are Annuities a Good Investment for Retirees or Pre-Retirees?

Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

Is Retiring in Portugal Right For You?

Is Retiring in Portugal Right For You?

Today, we dive into Retiring in Portugal. Regardless of where you are considering relocating to in retirement, this article provides … [Read more...] about Is Retiring in Portugal Right For You?

Real Life Scams, Financial Fraud and Detections

Real-Life Scams, Financial Fraud, and Detections – Ep123

From heartbreaking schemes using your children and grandchildren to target you, to Ponzi traps dressed up as investments, and even romance … [Read more...] about Real-Life Scams, Financial Fraud, and Detections – Ep123

How Do I Rollover a 401(k) to an IRA?

How Do I Rollover a 401(k) to an IRA?

Before we dive into how you rollover a 401(k) to an IRA, let's review the information you need to know when making this decision. What … [Read more...] about How Do I Rollover a 401(k) to an IRA?

5 Steps to Fraud Detection

5 Steps for Fraud Detection and Resolution – Ep122

Have you ever received a suspicious email or phone call that made you pause and wonder, "Is this legit?" Well, you’re not alone. Fraud is on … [Read more...] about 5 Steps for Fraud Detection and Resolution – Ep122

What Happens When Someone Dies

What Happens When Someone Dies Guide

The "What Happens When Someone Dies" guide provides a step-by-step process to follow when someone passes away, including handling social … [Read more...] about What Happens When Someone Dies Guide

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