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February 03, 2025 The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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September 06, 2019 4 of the biggest retirement healthcare misconceptions

What’s your biggest concern about retirement? If you’re like most people, healthcare and all of its associated costs are near the top of the list. …

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August 30, 2019 Why your workout plan is just as important as your financial plan

“When you go from age 67 to 68, it’s not really one year, physically. It’s more than one year.” As a former college athlete, Denny Smith knows what …

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August 23, 2019 You’re Not Supposed to Talk About This (But We Want You To)

As early as our childhood, we’re discouraged from talking about money. “Mom, how much do you make?” “That’s rude. Don’t ask.” “Dad, how much did our …

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August 16, 2019 August 2019 Market Update

You’re part of history. The U.S. economy has now been growing for over 10 years, making it the longest expansion, ever. This, perhaps understandably, …

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August 09, 2019 Annuities: The Good, the Bad, and the Ugly

Retirement security. That’s all you're looking for, right? While pensions still exist for some retirees, a guaranteed stream of income from an …

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August 02, 2019 For the Future of Social Security, Just Look Back

$22.54. That’s how much 65-year-old Ida May Fuller, a resident of Ludlow, Vermont, received on January 31, 1940. The check number? 00-000-01. The …

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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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