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Keeping Your Money in the Family

John Luksa

SVP/Director of Sales

Do you have any money that you plan on leaving to your family, but concerned about needing it for emergencies such as long-term care or home health care? Consider the case of Dan and Joanne. Dan and Joanne just reached age 65 and had prepared very well for their retirement. Together, their 401k’s and annuities will provide them a good […]Read More Keeping Your Money in the Family