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    • ASK YOURSELF THESE TWO QUESTIONS?

    • 1) Are you 100% you are going to have a great retirement, or do you have some doubt?

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    • 2) What if..I could you show you a how to get out of debt in 9 years or less, including your mortgage, without spending any additional money than you are spending right now?

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    • Michael Kenney is a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places® philosophy. now a little more about you. 

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    • Get access to unbiased financial news articles about retirement, personal finance, health tips, and safe money advice. 

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE We live in a high-tech world where information about all topics under the sun is available at our fingertips. We are moving toward self-service and automatic access to everything. You can look at your checking account balance on your phone; [...]

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      Fixed Indexed Annuities: Principal Protection and Growth Potential

      Fixed Indexed Annuities: Principal Protection and Growth Potential Whether aiming for asset growth or protection, clients today face tough decisions when it comes to investing their retirement assets. They may be concerned about tying up money in a low-rate fixed account and missing the boat if [...]

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      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES

      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES Move aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22ndanniversary of Fixed Indexed Annuities (FIAs). While we can’t guarantee flowers or heart-eyed emojis, this anniversary marks[...]

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      43 of page 47

    • IRA BLOG

      THE SKINNY ON DC PLANS

      August 19, 2019

      By Ian Berger, JD IRA Analyst You may know that you participate in a DC retirement plan. But what exactly does that mean? (Hint: It doesn’t mean that your plan is sponsored by the District of Columbia.) “DC” actually stands for “defined contribution” plan. Defined contribution plans[...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have heard Ed speak at several different Wells Fargo events and he spoke one time about clients who over contribute to their 401(k). I believe there was a strategy where they can move the excess to an IRA. Can you tell me where to find[...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Just as IRA and 401(k) plans have different levels of bankruptcy protection, so too do other possessions. Whether these assets are qualified or not, there are ways to shield oneself from creditors. Case in point - in order to shelter certain monies, a [...]

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