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The Duck Book

You have worked your entire life to accumulate what we call your "Life's Work"? This book is your guide to help you protect and preserve that work. A must read for the person turning 65 and beyond. It covers the Retirement "Big 3" Healthcare Planning, Income and Tax Planning and Asset Protection & Legacy Planning. 

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The Social Security Elephant In The Room

Are you preparing for or in the early stages of retirement and planning on filing for Social Security Benefits? There are multiple claiming strategies and sets of calculations to consider how and when to apply for your social security benefits. This 5 minute, FREE guide will show you step by step how to maximize your benefit, reduce your tax exposure and file for Social Security.

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Don't Go Broke In A Nursing Home

The in depth guide to help you understand Long Term Care. Co-authored by our very own Scott Leonardi this book is packed full of strategies to help you avoid going broke in a nursing home. 

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10 Crucial Things About Long Term Care

Want to know the little-known strategies that could make the difference between your independence instead of being a burden on your children and your ability to stay at home and select who your caregivers are, instead of having someone else decide for you.without going broke in the process.

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Tax-Free Retirement

Learn how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles.

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Stress-Free Retirement

For some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period. This makes planning for our retirement essential. Stress-Free Retirement is a must read to eliminate the pain and hassles of retirement planning.

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