A few years back, I had a friend approach me at a BBQ. He had some questions about how his financial advisor was managing his accounts. Friend: “Yeah, I just don’t know if this…
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How to Analyze a Variable Annuity
Ever had a variable annuity pitched to you? Maybe you own one. They’re a popular way for many people to mix guaranteed retirement income with the growth potential of equities. But I’m guessing even if…
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The 3 Most Important Duties of an Executor
Being named the executor of someone’s estate can be an honor, and comes with important duties and obligations. Unfortunately, you might be balancing this honor with the grief of losing a loved one. The…
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Employee Stock Options: The Top 5 Mistakes That Leave Money on the Table
Employee stock options can be a wonderful form of compensation. Unfortunately, far too many employees leave money on the table when managing them. Here are the top five mistakes you should strive to avoid: …
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SEC Money Market Reform
Since the crisis in 2008, regulators have paid extra attention U.S. financial markets. Sweeping changes like Dodd-Frank and the Department of Labor fiduciary ruling will change the way Americans save for retirement. While these two…
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The 9 Most Common Small Business 401k Mistakes
It’s no secret that small businesses are often short on resources. And my guess is that keeping close tabs on your 401k plan is not at the top of your to-do list. As you likely…
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6 401k Trends for 2016
Now that we’ve turned over the calendar to 2016, I thought it might be helpful to take a look at current 401(k) and 403(b) trends across the country. The marketplace is continuously changing, and 401(k)…
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Buying Bonds vs Buying Bond Funds
Stock markets tend to be pretty good at keeping investors up at night. Peaks, troughs, business cycles, corrections, and crashes are par for the course when investing in stocks. And for many investors this is…
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4 Telltale Signs You’re in the Wrong Investments
Investing is kind of like buying new shoes. There are a thousands of options out there: running shoes, hiking shoes, dress shoes, and flip flops just to name a few. The right pair for you…
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5 Ways to Get Lower Rates On Unsecured Business Loans
Borrowing money is a way of life for most entrepreneurs and business owners. I recently read that 80% of businesses rely credit to finance their ongoing operations. Entrepreneurs often don’t have many options when it…
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