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Why Life Insurance Belongs in Your Retirement Plan

Why Life Insurance Belongs in Your Retirement Plan

Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in down markets cover final expenses and debts so heirs keep what...

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The 4% Rule: How Much Can You Spend in Retirement?

The 4% Rule: How Much Can You Spend in Retirement?

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate. You've worked hard to save for retirement, and now you're ready to turn your savings...

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Why Annuities May Be a Safer Bet in 2025

Why Annuities May Be a Safer Bet in 2025

Many people decide to claim their Social Security benefit when they retire. You may be one of them. It could be that you need the money, or maybe you want to invest it in the hope that it grows. While these can be good options depending on your needs and preferences,...

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Interest in Annuities Is Soaring: Understanding the 2025 Trend

Interest in Annuities Is Soaring: Understanding the 2025 Trend

Learn how the market, economy, and demographics are shaping the annuity industry. The annuity industry is having a moment. After years of mixed opinions and confusion around how they work, annuities surged in popularity in recent years, with total U.S. sales reaching...

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Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  909-532-3748
 Cell: 561-329-2650
  dan@pacificempirefinancial.com

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409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  909-532-3748
 Cell: 561-329-2650
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1243 Easton Road
Warrington, PA 18976
 Office:  909-532-3748
 Cell: 561-329-2650
  dan@pacificempirefinancial.com