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Protect your Nest Egg

Safe, stable returns are what we all want,
but only some are able to achieve.

Find stability in difficult times

To navigate today's turbulent financial world you need a strong foundation to stand on.

Success is not built on chance

"An investment in knowledge always pays the best interest." Ben Franklin -1781

Annuities 101

Annuities 101

A Comprehensive Guide to Annuities and Annuity Investing

Learn the basics to annuity investing and get the experts tips & tools to optimize your retirement planning

Top 10 Annuity Myths Exposed

Debunking common misconceptions about annuities.

Split-Funded Annuities

How this innovative product funds retirements.

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Annuities: the Good

Annuities: the Good, the Bad & the Confusing

Advice to prevent you from outliving your retirement assets

Common Financial Mistakes

The Top 7 Common Financial Mistakes Made By Most People

Learn how to avoid common errors that can do serious harm.

Newest Articles

Newest Articles

Fixed Indexed Annuities

These investments have become a popular alternative to bonds.

The U.S. Savings Bond-Tax-Trap

The Treasury will not penalize you for holding a U.S. Savings Bond past its maturity date but the IRS will.

The Value Of Double-Checking Your Retirement Strategy

Here are some signs that you may need to double-check your retirement strategy.

How Annuities Can Lend Safety And Stability To Your Retirement Plan

Annuities are an important part of any retirement plan. They are safe, secure and risk free.

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The Money Center

The Money Center

Money Saving Strategies

Tips that can save $$ thousands

Asset Protection Trusts

Optimal choices for asset protection.

401(k) Asset Allocation Strategies

Tips & tools for maximizing your qualified retirement plan.

Investing: A Basic Overview

Stocks, bonds, mutual funds & other options.

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Jerry Reed

Jerry Reed

(727) 517-7474

Independent Wealth Management
13964 106th Ave N
Largo, FL 33774