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How to Get Approved for a Small Business Loan

Before applying for a business loan, start by narrowing down how you’ll use the proceeds. Will you use for working capital, hiring more...

Protect Your Retirement 100% Tax and Penalty Free.

Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

SBA Waives Guarantee Fee through 2022

We streamline SBA loans, small business owner term loans and commercial real estate loans. Let us help you get the best business financing.

See Why You Need Life Insurance

Everyone deserves a secure financial future—and that's why life insurance is so important. Whether you're just starting out or you're gettin

Learn How To Make Smarter Choices About Retirement

Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Haven't Reached 59 and 1/2 Yet?

Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

How Split Annuity Strategies Work

Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

How to Avoid Paying Taxes on an Inherited Annuity

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

Thinking About Early Retirement?

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Anatomy of an Index

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at