Retirement - Part 4: Overcoming Roadblocks

Posted on Nov 24. by sfsplanners
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Keywords: retirement, retirement savings, retirement income, retirement plans, financial professional, transition into retirement, Medicare,...

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Retirement - Part 3: Life's Other Realities

Posted on Nov 24. by sfsplanners
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Keywords: retirement, retirement savings, retirement income, retirement plans, financial professional, transition into retirement, Medicare,...

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Impact of the Debt Ceiling Debate - Our Thoughts

Posted on Jul 26. by sfsplanners
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Many people rightfully have concerns about the consequences on the world financial system if the debt ceiling limit is not raised by August 2. Speculation has been all over the news lately about what could happen if the US Government chooses not... Read more

Questions to Answer when Terminally ill

Posted on Jul 13. by sfsplanners
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Estate Planning Issues:


Spectrum Financial CheckboxDoes my Will or Trust accomplish all of my goals for my family and charities?


Spectrum Financial Checkbox Are all of my beneficiary designations in place and do they accurately reflect my wishes?


Spectrum Financial Checkbox Do I have meaningful or valuable personal...

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