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Retirement/401(k)

May 05
0

Retirement Impacts Your Life

By Go Rogue | All, Financial Planning, Retirement/401(k)

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change…

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Aug 06
0
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Which Type Of Investment Account Should You Use?

By Austin Smith | Financial Planning, Investing, Retirement/401(k)
Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax...
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Dec 11
0

Do you know where you are allocating your 401(k) dollars?

By Austin Smith | All, Retirement/401(k)

There are often many important questions around how to invest  money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…

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May 01
0
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The Power of Long Term Investment Returns

By Rob Schulz | All, Financial Planning, Investing, Retirement/401(k)

Shelly and I went sailing for the first time in many years this weekend. I was a little rusty. As we dodged and weaved our way through the 200 or…

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May 01
1
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How your money can work for your future- Be an Amy, not an Adam!

By Austin Smith | All, Financial Planning, Investing, Kids & Money, Retirement/401(k)

  When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…

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Feb 08
0
pexels-photo

20 Moves: Investing in a Complex Market

By Rob Schulz | All, Financial Planning, Investing, Retirement/401(k)

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…

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Nov 02
0

Morningstar Tarnished by WSJ: My Thoughts

By Rob Schulz | All, Investing, Retirement/401(k)

A recent Wall Street Journal front page story, “The Morningstar Mirage,” stated what most advisers should already know: Morningstar ratings don’t mean much. In my experience, those who rely upon…

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Oct 18
0

Could a Roth IRA become your safety net?

By Rob Schulz | All, Financial Planning, Investing, Retirement/401(k)

Created by Congress twenty years ago, the Roth IRA is starting to show up in seasoned retirement plans in a big way. I remember when the Roth IRA first came out, I thought…

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Dec 27
0

The More We Make, the Tougher It Becomes to Retire

By admin | Financial Planning, Retirement/401(k)

In this final quarter of the year, I had the opportunity to run retirement plans on quite a few 401(k) plan participants. Whenever possible, I enjoy sitting one-on-one with employees…

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Dec 21
0

Finally….A Fiduciary Standard that Makes Sense

By Rob Schulz | Financial Industry Regulation, Retirement/401(k)

With regard to a fiduciary standard for my industry, it’s been a long road so I won’t bore you with the historical details. From the lawsuits (see End of “Merrill Lynch”…

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