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Retirement Resources
We are here to answer your questions and provide help when it comes to protecting your wealth in retirement, and help you pass on a tax-advantaged legacy. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, please feel free to reach out if you have any questions!
Breaking Down the One Big Beautiful Bill Act
Breaking Down the One Big Beautiful Bill Act
The Pursuit of Financial Freedom In Retirement
The Pursuit of Financial Freedom In Retirement
Annuities Don’t Have to be Confusing
Annuities Don’t Have to be Confusing
How Much Do You Know About Retirement Accounts?
How Much Do You Know About Retirement Accounts?
Why Long-Term Care is an Important Part of a Financial Plan
Why Long-Term Care is an Important Part of a Financial Plan
Personal Finance: The Importance of Starting Early
Personal Finance: The Importance of Starting Early
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Downloadable Whitepapers
It’s our goal to make complex concepts simple to understand. Our whitepapers are designed to help you learn more about the basics when it comes to finance and retirement issues. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read.
Featured Videos
The financial professionals at Morin-Levine Financial Services seek to educate retirees about retirement issues and share information about the many aspects of retirement that come into play when trying to create a customized retirement plan for each individual and family. Watch these media appearances to learn more about our team’s approach to their work, and reach out if you have any questions!
Get to Know Paul Mysyk
Paul Mysyk Shares Tips for a Successful Pre-Retirement
Paul Mysyk Shares Retirement Income Planning Tips
Educational Videos
Browse through our animated videos to learn about financial principles that can help you while you are busy accumulating and growing wealth, getting ready to retire in five to 10 years, or living in retirement now. One of our biggest goals is to educate consumers about retirement matters, and we hope these videos help make things clearer.
How Required Minimum Distributions (RMDs) Work
Traditional versus Roth IRA Accounts
Decumulation Versus Accumulation
What is an FIA (Fixed Indexed Annuity)
