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![Beyond Investment Returns: The Holistic Approach to Financial Planning with Blue Wolfe Financial]()
Beyond Investment Returns: The Holistic Approach to Financial Planning with Blue Wolfe Financial
When it comes to financial planning, many high-income earners tend to focus primarily on investment returns. However, a truly effective financial strategy encompasses much more. At Blue WRead more -
![The Essential Guide to Financial Planning]()
The Essential Guide to Financial Planning
In today's complex financial world, having a clear and actionable plan is more critical than ever. At Blue Wolfe Financial, we understand the unique challenges and opportunities you face.Read more -
![Milliman Doctor Trades Risk for Rewards]()
Milliman Doctor Trades Risk for Rewards
Check out this annuity testimony by Dr. Ben Labrot, and download the FINRA review below.Read more -
![Experts on Annuities]()
Experts on Annuities
Taking a different approach to retirement income planning. If your retirement years are on the horizon and you’re starting to take planning for this time seriously,Read more -
![Her Annuity is Security in the Fast Lane]()
Her Annuity is Security in the Fast Lane
When Elaine Larsen started out in jet car racing, it was all about the adrenaline rush. At speeds of over 280 mph, Larsen has made a career out of going as fast as possible for five seconRead more -
![New Retirement Formula]()
New Retirement Formula
A new way of thinking about how much money you’ll need in retirement. How will you cover your expenses when you’re no longer receiving a paycheck? And how much moneyRead more -
![Smooth Sailing Toward Retirement]()
Smooth Sailing Toward Retirement
James Moskito is an ambassador for creatures of the sea. And he believes that the key to protecting them and their environment is introducing as many people asRead more -
![Outliving Your Income]()
Outliving Your Income
One of the most common fears people share when considering retirement is the very real possibility of outliving the money they’ve worked so hard to save. One of yourRead more -
![Volcanologist Finds Confidence in Annuity]()
Volcanologist Finds Confidence in Annuity
Rosaly Lopes can recall the exact moment when she decided to become a volcanologist. “During my college days, I was taking this class—Geology of the Earth andRead more -
![Starting the Retirement Income Conversation]()
Starting the Retirement Income Conversation
The first step in developing a successful income plan for retirement is understanding your options. Here are points you should discuss with your financial professional to make sure you’reRead more -
![Think You Know Who Buys Annuities?]()
Think You Know Who Buys Annuities?
There’s no way to tell just by looking at someone whether they own an annuity. They could look like coworkers, neighbors and friends as annuity ownership spans almost every economic clRead more -
![Beneficiary vs Trusted Contact: Understanding the Importance of Both]()
Beneficiary vs Trusted Contact: Understanding the Importance of Both
Beneficiary, Trusted Contact, Durable power of attorney and Medical power of attorney: Understanding the Importance of these specific roles in your lifeRead more -
![Unlocking the Full Potential of Your 401k: A Guide to Effective Management]()
Unlocking the Full Potential of Your 401k: A Guide to Effective Management
Are you a high-income earner between the ages of 40 and 60? If so, you likely understand the importance of planning for your retirement. One of the most powerful tools at your disposal isRead more -
![Maximizing Your Social Security Benefits: When is the Best Time to Start?]()
Maximizing Your Social Security Benefits: When is the Best Time to Start?
Social Security benefits play a crucial role in ensuring financial security during retirement. However, deciding when to start receiving these benefits can be a complex and daunting task.Read more -
![Social Security Cost of Living Adjustment for 2024]()
Social Security Cost of Living Adjustment for 2024
2024 Cost of Living Adjustment As you may know, the COLA (Cost of Living Adjustment) is an annual adjustment made to Social Security benefits to account for changesRead more -
![Financial Benchmarks: A Guide to Securing Your Future]()
Financial Benchmarks: A Guide to Securing Your Future
Are you worried about your financial future? Do you often find yourself wondering if you're making the right decisions with your money? If so, you're not alone. Many individuals strRead more
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Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
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