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Insights from Ric in the Media

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    News
    New Edelman Financial Engines survey finds workers want more emergency saving options
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    News
    Employees want a forced savings account from employers
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    News
    GameStop: When Redditors Steal From Keyser Soze
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Women & Financial Planning

Learn More About Women & Financial Planning

Financial Planning & Investing

  • blue-background-white-piggybanks-lined-up
    Article
    Do you have more money problems than a year ago?
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    Article
    A lesson from our Founding Father Ben Franklin
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    Video
    Find out whether you’ll get a stimulus check.
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Insurance

  • woman-with-cat-at-laptop-in-living-room
    Article
    Consider umbrella insurance for liability protection
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  • young family of four playing in the backyard
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    Get water and sewer line insurance protection
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    Article
    Home protection starts with a list
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Home & Mortgage

  • man-and-baby-sitting-in-front-of-home
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    Should I pay off my mortgage?
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  • man and woman sitting on the floor of an empty room with moving boxes in new home
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    How much house can I afford?
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  • couple stands in yard looking at house
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    Yes, Even Under the New Tax Law, You Should Still Carry a Big, Long Mortgage
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Life Events

  • woman-reviewing-notepad-at-her-computer
    Article
    Prepare for a career change today
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    Prepare your finances for a job change
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    Article
    Don’t let boomerang kids derail your retirement
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Market Volatility

  • person-writing-on-sheet-with-calculator
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    Don't fall into the trap of using mental accounting
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    Article
    Beware: Fraud and online scams emerge in every crisis
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  • Money saved in a jar labeled 401k
    Article
    Why You Shouldn’t Stop Contributing to Your 401(k)
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Learn More About Market Volatility

Retirement & Estate Planning

  • retired-couple-at-sunset
    Article
    How much will I spend in retirement? Less than you might think
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    Article
    Should you try to hedge against inflation?
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  • middle-aged-man-drinking-coffee-at-computer
    Article
    You can catch up on retirement savings easier than you think
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Learn More About Retirement & Estate Planning

Tax & Finance

  • rendering-of-scam-letter-in-the-mail
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    How do I know if I’m being scammed?
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  • cyber-criminal-monitors
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    Identity theft: 10 ways you can lower your risk of being victimized
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    Article
    Don’t pay attention to presidential budget proposals
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Learn More About Tax & Finance

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The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

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