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Women and Retirement Social Security: By the Numbers Charitable Giving: Smart from the Heart Perception vs. Reality

Our Retirement Income Planning Process 

Many people dream about what they’ll do in retirement: see the world, pursue a favorite hobby, play with the grandkids, or just relax. Whatever you envision, the right financial strategy can help turn your dreams into reality.

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Total Vision — Your Paperless Lockbox

Combine all of your money and finance-related accounts into our convenient, easy-access, high security location - The Total Vision Lockbox. In addition to your accounts at Dorion-Gray, you can incorporate information from virtually any other account accessible by a website.

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Do You Need Help Planning Your Social Security Income?

A wise strategy for claiming Social Security benefits may result in additional retirement income.

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Helpful Content

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.


Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Securities America, Inc. Member FINRA & SIPC.

Advisory services offered through Securities American Advisors, Inc.

Dorion-Gray Retirement Planning, Inc. is not affiliated with Securities America companies.

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