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Welcome to UPAL's

Education & Resource Center.

Tools to help you learn more about retirement planning & investment concepts


Let us help you build a rock-solid financial future.

<p>Certain Uncertainties in Retirement</p>

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
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<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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<p>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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