Recent Posts from Admin


July 26, 2019 Woodstock, Inflation and 3% of the Moon

Do you like history? Want to retire better? If you’re over 50, and you look back at your life and our era, you’ve seen some amazing things. The …

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July 19, 2019 July 2019 Market Update

Do you have any brothers or sisters? Here’s the story of Bob, Susan, and John, who are not only siblings but hard-working triplets who all just …

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July 12, 2019 Q&A: How do I find a long-lost retirement account?

“I had a 401(k) with one of my first jobs out of college. But I was only there for a few years, and once I took a new job, I forgot all about it. I …

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July 09, 2019 Our Approach to Your 401(k)

Are you paying too much? We believe we can save you money. Greater savings is better for your employees, and better for you. The Business Challenge …

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July 09, 2019 Our Approach to Your 403(b)

Why isn’t your plan working? It’s our goal to help you achieve 100% employee participation in your 403(b) plan. Better for your employees. Better for …

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June 28, 2019 These are your main retirement healthcare options

“What am I going to do about healthcare?” While our advisors obviously get asked a lot of retirement questions, healthcare usually tops the list. …

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June 21, 2019 June 2019 Market Update

You're About to Witness History Being Made We’re on the verge of something we’ve never seen before: If the U.S. economy keeps growing until July, our …

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June 14, 2019 Q&A: How do I deal with the mental transition into retirement?

My brother was a lawyer for more than 40 years, and he recently retired. He seems to be struggling a bit with the transition. I plan on retiring next …

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May 31, 2019 3 Ways to be Tax Smart All Year Long

Do you know the difference between tax preparation and tax planning? We can help. Because while they sound similar and are sometimes used …

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