resources

Valuable Resources for Informed Decisions

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Impact: 7 Things Social Secuirty

7 Things to Know About Social Security highlights key factors affecting benefits, upcoming changes, taxation, and why it shouldn’t be your only retirement plan.

Impact: Bear Market

Know Your Risk: Bear Market Insights explains how investor sentiment drives bear markets, the risks they pose—especially in retirement—and strategies like fixed index annuities (FIAs) to help protect investments from losses.

Help Preserve Your Legacy Checklist

The Help Preserve Your Legacy Checklist helps you organize and store essential personal, financial, and legal documents for easy access when needed.

Retirement Planning Checklist

The Retirement Planning Checklist helps you organize key aspects of retirement, including income, Social Security, insurance, long-term care, Medicare, and estate planning.