Articles by Kim Beil
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Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
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Are You Using Credit Cards to Your Advantage? A Smarter Approach to Credit Card Use
Credit cards can serve as a useful tool within your broader financial plan—helping you manage cash flow, track spending, and potentially earn rewards.
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Navigating Volatile Markets During Pre and Post Retirement
If you are nearing or in retirement, market uncertainty can be concerning, especially when it comes to ensuring your assets last beyond your working years. The good news is that there are strategies to help you stay on track for the long run.
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Leveraging Annuities During Market Uncertainty
During economic uncertainty and market instability, annuities can be a powerful tool for securing your investments and financial future—offering asset protection, tax deferral, guaranteed income, and peace of mind.
