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9 Retirement Age Stats | Retirement Planning Advisors | Insurance Needs Assessment

9 Facts About Retirement

The 65+ Age Group is Becoming Larger And More Influential Retirement can have many meanings. For some, it will be a time to travel and spend time with family. For others, it will be a time to start a ...
Fall Update from POAM President Jim Tignanelli

Fall Update From POAM President Tignanelli

Fall Update about the November elections, Defender Mobility, and 2023 P.o. of the year Nominations As I pen this, I sense that we may skip autumn and go right to winter. Like all of you that were born...
Birthdays and half birthdays critical to retirement planning and income

Important Birthdays Over 50

Birthdays and Half Birthdays Critical to Retirement Planning and Income Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’...
Earnest Lawrence Trac FabChair Donation from Defender Mobility Foundation

Defender Mobility Restoring Heroes Movement

Defender Mobility Restoring Heroes Movement Through a generous anonymous donation, POAM President Jim Tignanelli helped facilitate a gift of a Trac Fab chair to a veteran named Earnest Lawrence, in Ge...
An older gentleman sitting at a desk with money in his hands | Assessing Life Insurance Needs - POAM

Assessing Life Insurance Needs

Assessing Life Insurance Needs and Obligations Minus Liquid Assets Can Help Determine Coverage Targets If your family relies on your income, it’s critical to consider having enough life insurance to...
Cardboard figure standing in a cirle with a roll of money inside |Investing for Impact

Investing for Impact

Avenues for aligning your investments with your personal beliefs Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for sol...
millennial newlyweds finances | money tips

Money Tips for Newlyweds

Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reason...

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