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Money and Your Goals

Why the best financial plans begin with purpose-driven money management

Did you know the average person will spend 90,000 hours working in their lifetime? In contrast, Americans spend less than 2 minutes a day managing their finances, according to a study by Ascent. That's the same amount of time it takes to brush your teeth.

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Where will you live in the 'new retirement'?

When you dream about retirement, where are you living? Maybe you see your toes in the sand, on a beach far away. Maybe you're looking forward to spending more time volunteering, or you’re eager to move closer to your grandkids. Or maybe you're 1 in every 4 Americans who doesn't plan on retiring at all.

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How variable annuities work: The facts (and myths) about variable annuities

The average 50-year-old American male can expect to live to 82, based on Social Security Administration calculations; Women can add three years to this estimate. But will all those eighty- or ninety-something retirees have the freedom to enjoy their leisure time as they have throughout their careers, with enough income to keep pace with inflation? Variable annuities can help.

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Three key financial planning questions and how to answer them

Financial planning is a path to greater things – like realizing the achievements that define your needs and priorities. Our financial professionals often hear three key questions from our clients, as they move through financial journey. Here's how to start answering them – and building a more secure and enjoyable life for you and your loved ones.

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Money and Your Goals
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