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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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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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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What No One Is Telling You About Long Term Disability
When someone mentions the word insurance, most of us think of one of three things: Aaron Rodgers doing a discount double check The GEICO Gecko using his British accent The coverage we carry on our…
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