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Jul 26, 2018

Estate Planning: Keeping Your Money in the Family

EstatePlanning-Webinar-Page-Graphic (2) Watch Ric Edelman’s new webinar to learn the importance of family dynamics, how to begin thinking about the question ”Who gets what?” and much more.

Oct 18, 2018

Why Are Retirees Investing in the Stock Market?

retirees on sofa Retirees have a unique perspective that has made them the one generation to increase their stock holdings over the last 10 years.

Apr 03, 2017

Changing Jobs? Be Aware of These 401(k) Rollover Pitfalls!

401(k) rollovers have its share of drawbacks. If you have changed jobs and are wondering what to do with your retirement account consider these factors

Oct 05, 2018

What's a 702(j)? It's Not a Retirement Account

what is a 702(j) account written on a sticky note Explanation of a 702(j) account or 7702 plan. The 702(j) is an expensive life insurance policy and not a retirement plan, despite being advertised that way.

Oct 29, 2018

Saving With Just a 401(k) May Not Be Enough

piggy bank with dollar signs equaling retirement What is an IRA? A traditional IRA lets you save more. Saving only in a 401(k) may not be enough for retirement. Learn how to make your 401(k) and IRA work together.

Oct 30, 2018

The Truth About Retiring Abroad

retirees traveling abroad Retiring abroad is a complicated and financially cumbersome process for almost everyone. Here's why you may want to give it a second thought.

Sep 01, 2017

Life Preserver

Life Preserver is Living Out Your Retirement Is living out your retirement aboard a cruise ship financially viable — or even smart?

Oct 17, 2018

Be Careful Which Investments You Put Into Your 403(b) Plan

403(b) Plan Consider all your options with a 403(b) before you invest or you it might end up costing you a lot in excess fees.

Oct 25, 2018

The Roth IRA Conversion

Roth IRA in magnifying glass Wondering on how to convert Deductible and Non-Deductible IRAs to a Roth IRA? Her are 17 notions involved with converting your IRA to Roth.

Oct 29, 2018

Q&A: Social Security Taxes

social security card Everybody pays social security taxes, but not everybody pays an equal amount - and here's why.