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Rethinking Retirement Income Planning? Many are finding themselves facing a sea of uncertainty. This makes sense as the

Whenever I talk to clients and potential clients about their retirement, one concern always rises to the surface:Will

Where to Begin Susan D. Marshall, CLU®, ChFC®, RICP® Sooner or later, all business owners must address legacy

Susan D. Marshall, CLU®, ChFC®, RICP®CLU®, ChFC®, RICP® Quite often when I bring up the subject of retirement

Susan D. Marshall, CLU®, ChFC®, RICP® Amanda and Jeramy are no strangers to success. Both have thriving businesses

The $1.00 Difference: How IRMAA Can Lead to Costly SurprisesMedicare’s Income-Related Monthly Adjustment Amount (IRMAA) is essentially a

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