Articles by Peter Longo
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Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
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Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
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The Three A’s of Retirement Income
You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.
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An Annuity Income Strategy During Volatile Markets
While it’s understandable to feel uneasy when the market experiences periods of extreme volatility, it’s important not to panic and instead focus on what you can control. Implementing new strategies, in consultation with us, may help keep long-term goals on track.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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Important Planning Considerations: Insurance & Long-Term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?