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Hartford, Wisconsin 
Enterprise UserThomas Sweet has 30 + years as a Financial Planner. Securities (Series 1,7, and 65) and Insurance Licensed. Retirement Planning including the actual planning of where your income will come from as well as a discussion of products to get you there. The market has been volatile since Covid broke out and many people are not comfortable with this. If you are retired we will look at your total income and tax situation. If you are still working we have some more time to plan.
Private annuities are dealt with between two parties. One party, the annuitant, agrees to pay the other party, the annuity issuer, a set amount of
The House passed the Secure 2.0 Act recently, with 414 in support and 5 votes against the Act. This Act received tremendous bipartisan support and
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