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Join date: Nov 18, 2021
Posts (4)

Feb 18, 2025 ∙ 5 min
The Fragile Decade: Avoiding Financial Risk Before and After Retirement
For investors saving up for a comfortable retirement, there may be no stretch of time more consequential than the Fragile Decade. This is...
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Oct 25, 2022 ∙ 2 min
The Market for Integrated Insurance Planning
Earlier this month, Wall Street Journal reporter Akane Otani tweeted an eye-catching chart from BofA, noting that "the 60/40 portfolio is...
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Apr 17, 2022 ∙ 1 min
Success Story of the Month: Life Insurance Leverage for an Illiquid Estate
Quick Facts Age: 42 Client goal: To provide predictable liquidity at death for estate taxes How the client was found: Client is a...
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Jacob L. Hartz, J.D.
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