Casey Walker

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Retirement

Retirement Traps to Avoid

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.