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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. 

      Visit Our Educational Website:

      www.safemoneyplaces.com

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

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    • These short videos will teach you more about Safe Money Places concepts, ideas, and financial tips. 

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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

      While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s [...]

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      Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of the economy.1With control of 70 [...]

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      10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how retirees can use [...]

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    • IRA BLOG

      Can You Really Transfer That Penalty Free? This Week's Q&A

      Can You Really Transfer That Penalty Free? This Week's Q&A This week's Slott Report Mailbag looks into IRA transfers and international transfers. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: [...]

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      Do You Have to File an Amended Return?

      Do You Have to File an Amended Return? If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended return for that?” It is in that spirit that we offer you seven common errors and whether or not you should file an amended return after you discover them.[...]

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      QCD – Tell Your CPA About It

      QCD – Tell Your CPA About It Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it. The IRA custodian is not required to report a QCD transaction on Form 1099-R. Instead, it will show up as a regular distribution to the IRA [...]

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