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Jewett Wealth Management

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“A comprehensive MERIT Plan will take care of you and your family whether you have a Long Life, Short Life, Rough Life, Sick Life and when you finally move into The Next Life” – Charlie Jewett

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The Latest

from Jewett Wealth

21
Sep 2017
2
indexed annuities and life insurance

Indexed Annuities and Life Insurance: Time to Sell

It might just be the right time to sell your positions in the market and move to Indexed

Indexed Annuities and Life Insurance: Time to Sell

Jewett Blog, News/Article cash value life insurance strategy, important thing about money, indexed annuities, indexed strategies, the perfect investor, what I teach webmaster

It might just be the right time to sell your positions in the market and move to Indexed Annuities and Life Insurance. I came across this article last week and thought it would be helpful to share with all my readers. It’s important to pay attention to these sort of things because it could potentially […]

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Renovating
Retirement

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Debt-Free

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Charlie Teaches

Three Simple Planning Models

The Three INs

You must have at least these
three types of accounts 

IN-Case

IN-Come

IN-Crease 

The Five Lives of Retirement

Your retirement plan must take good care of you and your family whether you have a

LONG Life
SHORT Life
ROUGH Life
SICK Life
and into the 
NEXT Life

MERIT Planning model

For living the best retirement possible
Follow this Retirement Planning Model

Mortgage Planning
Estate Planning
Retirement Planning
Insurance Planning
Tax Planning

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