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Insurance Optimization

Discover foundational guidance, tools and actionable insights related to this topic.

Foundations

In an increasingly uncertain world, securing your family’s financial future is a top priority. Whether you’re a first responder, constantly facing the unpredictability of your profession, or someone looking to...

Foundations

Healthcare costs are a major concern for retirees, particularly for those on fixed incomes. As a member of the Florida Retirement System (FRS), understanding your healthcare options in retirement is...

Insights

As you approach retirement, you might be asking yourself, “Should I put my retirement assets in an annuity?” There are three main types of annuities: variable, fixed-indexed, and fixed. In...

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