ResourcesYou'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
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Jerrold P. Cherry
CLU, ChFC
Financial Services Professional
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Calculators
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Current Retirement Savings
Are my current retirement savings sufficient?
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Savings in Retirement
I'm retired, how long will my savings last?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Burial and Final Expenses
What are my needs for burial and final expenses?
Newsletters
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.