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Introduction to Estate Planning

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10 Years and Counting: Points to Consider as You Approach Retirement

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The Ins and Outs of Contributions and Withdrawals to a 529 Plan

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Retirement Planning: The Basics

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Making Decisions About Medicare

Insurance & Risk Management

As you near age 65, you may start to think about Medicare. How do you sort throu...

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Types of Long-Term Care

Insurance

What is long-term care? In general, long-term care refers to a broad range of me...

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Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.