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Author: Tom Hegna


The Rising Cost of Not Having a Plan

Perhaps the number one issue I see while traveling the country delivering my “Don’t Worry, Retire Happy” client seminar, is the lack of long-term care planning. It is the one thing clients haven’t prepared...


The 60/40 Portfolio is DEAD!

Long Live Life Insurance and Annuities! Financial advisors need to adapt and stay ahead of the trends! There are so many traditional views of the “proper way” to retire that have worked for 40...