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<p>What Is an Annuity?</p>

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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<p>Please Leave Home Without It</p>

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Gerald Kleber

Gerald M. Kleber, Jr.

Registered Financial Consultant

Raz Bracha, MBA

Raz Bracha, MBA

Financial Advisor / Investment Advisor Representative

Kevin Fitzgerald

Kevin Fitzgerald

Director of Client Services

Marlo Graham

Marlo Graham

Client Relationship Manager

Let's Have A Conversation

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