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Most Americans spend more time planning for vacations and holidays than planning for their retirement.^1
1 Employee Benefit Research Insitute, 2007

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.  Simply click on one of the newsletter topics below to read the article in its entirety.

Before implementing any strategy discussed herein, you should consult with your own financial, tax, and/or legal advisors to determine its applicability in light of your own situation.

Most insurance policies and annuity contracts contain exclusions, limitations, reductions of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.

The information contained in this article is not intended to (and cannot) be used by anyone to avoid IRS penalties. These articles supports the promotion and marketing of this [life insurance, annuity, long term care, disability, pension, etc. You should seek advice based on your particular circumstances from an independent tax advisor.

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• September

  Tolerating Risk
  Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

  Score Your Credit Knowledge
  Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

  Join the Millionaire Club
  The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

  IPO Trends
  Though experts are expecting 2007 to be another big year for initial public offerings, or IPOs, the U.S. IPO market may not be the same as in years past.

  Quick Facts - September 2007
  Information about Retirement, Long Term Care and the Mature Markets

• August

  Reasons to Roll
  An IRA rollover is one way to give you the maximum control over your retirement assets.

  Social Security Quiz
  Test your knowledge about Social Security with this short quiz.

  Chasing Hot Performers
  As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

  Afraid of Outliving Your Income?
  A split-annuity strategy is one way to help ensure a steady retirement income stream.

  Dow Know-How
  The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

  Quick Facts - August 2007
  Information about Retirement, Long Term Care and the Mature Markets