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Read up on the latest and most important information you need to stay up-to-date with your financial situation.

Easy Money Podcast Episode 15: Annuity vs. Annuitization

By Don Anders | May 18, 2017

A breakdown of the difference between annuities and annuitization to better help you financial portfolio. This shorter episode is important to know and understand.

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Do you know what you're paying on your investments?

By Don Anders | May 12, 2017

When you shop for something, do you know approximately how much it should cost? Of course you do. You would know that you shouldn’t be paying $10 for a gallon of gas or $20 for a dozen eggs, and most people actively look for the best deals whether it’s coupons or sales. That’s why it’s…

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Easy Money Podcast – Episode 12: Quantifying vs. Qualifying Risk and Fees

By Don Anders | May 11, 2017

Risks in the finance world are taken daily, but do you know how much risk you need to be taking or how much you should or shouldn’t be? Each persons risks are different to their specific needs. A 25 year old won’t take the same risks as someone who is 65 and just retired or…

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Easy Money Podcast with Don Anders: Episode 11 – Critical Mass

By Don Anders | May 5, 2017
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Understanding Required Minimum Distributions (RMDs)

By Don Anders | Apr 24, 2017

Understanding Required Minimum Distributions (RMDs)   If you have tax deferred qualified retirement accounts, then eventually you’ll have to start taking out RMD’s (aka Required Minimum Distributions. Qualified retirement accounts are any retirement accounts are any of the following: IRA 403(b) – TSA 457 – Deferred Comp 401(a) – Pension or Special Pay Plans 401(k)…

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Easy Money Podcast with Don Anders: Episode 10 – Good Accounts vs. Bad Accounts?

By Don Anders | Apr 19, 2017
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Quantifying vs. Qualifying Risk and Fees

By Don Anders | Apr 5, 2017

Have you been asked a question like this:   “On a scale from 1-10 what is your risk tolerance?” OR “Are you a Conservative, Moderate, or Aggressive investor?”   This is what is called “Qualifying” risk tolerance. Qualifying is great for advisors looking to sell certain plans or products, because it’s a completely subjective scale.…

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Easy Money Podcast with Don Anders: Episode 7 – Growth

By Don Anders | Mar 30, 2017
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Easy Money Podcast – Episode 6: 5 Needs of Money (Death Benefit)

By Don Anders | Mar 21, 2017
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Florida Retirement System (FRS): Health Insurance Subsidy (HIS)

By Don Anders | Mar 21, 2017

Here are some bullet points about the Health Insurance Subsidy provided by the Florida Retirement System:   You earn $5 per month for every year of service with the FRS Years in DROP do not count towards your Health Insurance Subsidy You’re capped at $150. So any years of service over 30 do not add…

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