Resources

Calculators

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Retirement Miracle

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As part of your retirement planning, we highly recommend you read 

RETIREMENT MIRACLE 

The RAFT Strategy

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Another book to include in your arsenal of tools to help build your nest egg for retirement, read

 RAFT (Retirement Approach Free of Tax) Strategy 

Data Sheet

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If you are scheduled to meet with us to learn more about the Your Family Bank plan, download, print and bring the DATA SHEET with you to your appointment.

DATA SHEET