Retirement

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Asked by Gail
Answered by Christopher Nesbitt, Insurance Agent in San Clemente, CA
Hi Gail, thanks for your question! Recommending how YOU should invest depends on a number of factors which can only be determined through a fairly comprehensive meeti...
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Asked by Terrance
Answered by Christopher Nesbitt, Insurance Agent in San Clemente, CA
This is an excellent question, Terrance, and one which more 25-year-olds should be asking, especially since there are no guarantees that Social Security will be there ...
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Asked by an anonymous user
Answered by Christopher Nesbitt, Insurance Agent in San Clemente, CA
Yes, I highly recommend you "take the money and run". And yes, you can put it in an IRA. But note that an IRA is just a framework for investments, not a description f...
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Asked by Warren
Answered by Walter Ramos, Insurance Agent in san jose, CA
You have made the right decision on funding a Roth. however, consider contributing to an emergency fund in a Mutual Fund or Money Market account. Further, procure to b...
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