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Pivotal Planning Group, LLC Joins Dynasty Financial Partners Network

NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners announced today that they have partnered with leading independent advisory firm Pivotal Planning Group, LLC. Based on Long Island, NY and in Norfolk, Virginia, Pivotal Planning Group, LLC manages $275 million in individual and 401(k) assets. Pivotal Planning Group, LLC has a

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The Road Map to Estate Planning

Estate planning is a process. It involves people – your family, other individuals and, in many cases, charitable organizations of your choice. It also involves your assets (your property) and the various forms of ownership and title that those assets may take. And it addresses your future

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Converting Savings to Retirement Income

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout

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