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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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LEGAL, INVESTMENT, AND TAX NOTlCE
This information is not intended to be and should not be treated as legal, investment, or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.

The content within this website is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.  LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC.

IRS CIRCULAR 230 NOTICE

To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer tor the purpose of avoiding penalties that may be imposed by law. This communication is for informational purposes only and is not intended to constitute the solicitation of life insurance as defined in the recipient's country of domicile. Recipients of this communication can only purchase life insurance through agents who are licensed in their country of domicile.

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