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Visalia, California 93277

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

For many, retirement includes contributing their time and talents to an organization in need.

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

See how long your current savings might last if a disability interrupted your income.

Estimate how much home may fit within your budget based on income and expenses.

Use this calculator to assess the potential benefits of a home mortgage deduction.

This video explores what to do with retirement accounts when you move on from your job.

The average retirement lasts for 18 years. What will you do with your days?

Here is a quick history of the Federal Reserve and an overview of what it does.

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Fax:	(559) 738-8680