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We’ve taken it upon ourselves to gather and create thoughtful and strategic material on a variety of topics that are just for you! We hope you find our books and guides helpful, and if you would like to take it a step further, sign up below for a complimentary review of your current strategies.

OUR GUIDES
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Retirement Thought Leaders

RETIREMENT THOUGHT LEADERS
A modern guide to retiring in the new economy
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5 Helpful Tax Planning Tips

5 HELPFUL TAX PLANNING TIPS
Navigate the New Rules
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Maximizing Social Security in Today's World

2021 SOCIAL SECURITY GUIDE
Maximizing Your Social Security
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A Short Introduction to Long Term Care

LONG-TERM CARE
A short introduction
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Important Birthdays Over 50

IMPORTANT BIRTHDAYS
Important dates over 50
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The 401K Survival Guide

THE 401(k) SURVIVAL GUIDE
How to take control and secure when leaving your job
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A Guide to Hidden Fees

HIDDEN FEES
A guide to help you
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Navigating the Secure Act

THE SECURE ACT
Navigating The SECURE Act
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PROVIDING RETIREMENT PLANNING TO TEXAS AREA & BEYOND FOR RETIREES & PRE-RETIREES FOR OVER 20 YEARS.

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