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Retirement Resources

Are you paying too much in taxes in retirement?

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RETIREMENT CHECKLIST CHALLENGE

Can you check off all the boxes for your retirement?

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8 RETIREMENT MISTAKES TO AVOID

Minimize mistakes and maximize your golden years.

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WILL YOUR MONEY LAST AS LONG AS YOU DO?

Why a retirement income analysis matters for your future.

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What, when, who, how?? The Social Security decisions you need to make.

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INFLATION & YOUR RETIREMENT

Learn how your retirement could be affected by inflation.

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EMPOWERING WOMEN INVESTORS

Today's woman needs a financial plan to call her own.

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YOUR RETIREMENT RISK ASSESSMENT

Are you subjecting your portfolio to too much risk?

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WILL A RECESSION ROB YOUR RETIREMENT?

If you have to stop working earlier than planned, will you be in a tight spot?

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RETIRING IN UNCERTAIN TIMES

The “Dos” and “Don’ts” to help safeguard your retirement future

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FINANCIAL PRODUCTS IN RETIREMENT

Utilize a variety of financial vehicles to create your dream retirement plan.

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Life Insurance

LIFE INSURANCE AS AN ASSET CLASS

If you have to stop working earlier than planned, will you be in a tight spot?

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THE GREATEST GIFT

Outline your wishes with an estate plan.

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3 Pillars of Successful Retirement Plans

3 PILLARS OF A SUCCESSFUL PLAN

A simple checklist to kick-start your new work-free life.

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Tune in to the Fullerton Financial Hour

KPHO - CBS 5

Sundays at 9:30 AM

KSAZ - FOX 10

Sundays at 9:30 AM

KPNX - NBC 12

Saturdays at 4:30 AM

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CORPORATE OFFICE
14155 N. 83rd Ave., Suite 144
Peoria, AZ 85381
Phone: (623) 974-0300
Fax: (623) 974-0330


TEMPE OFFICE
600 E. Rio Salado Pkwy., Suite 102
Tempe, AZ 85281
Phone: (480) 912-4500