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Life Insurance
People buy life insurance to protect those left behind in the wake of an untimely death. Whether it is to assure that a son or daughter goes to…
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Long-Term Care
The day may come when you need long-term care. It can be very expensive and Medicare doesn't usually supplement that cost.
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IRAs
An IRA is an investment account that belongs to you, to which you contribute. It can consist of stocks, mutual funds, bonds, annuities, certificates…
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Mutual Funds
With mutual funds, investors pool their money into a portfolio of securities that is typically diversified and professionally managed.
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Managed Accounts
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by…
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Annuities
Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income…