Donald C. Reutemann CFP®, RPA, AIF®

(518) 612-1054

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

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What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

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