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The biggest issue? People treat the 4% rule like a strategy when it’s really just a benchmark.

This July, while the world celebrates freedom with fireworks and fanfare, we in the Wealth Solutions Network are focused on a different kind of independence.

Only 46% of Baby Boomers have a will. Just 27% have a trust. That leaves millions unprotected, with their wealth at risk of being eaten up by probate, taxes, and legal fees.

Defined benefit plans offer a highly flexible and powerful solution, allowing business owners to put away hundreds of thousands of dollars

When it comes to putting together a portfolio, there are three types of assets to keep in mind.