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Tough Financial Questions that Require Honest Answers

With 2016 now officially history, a new year is upon us. And the great part about each new year is the opportunity for a fresh start. But before completely ignoring or forgetting what happened in 2016, the beginnings of a brand new year offer more than just a clean slate, but an opportunity for all …

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Portfolio Report Card: A $294,439 Retirement Plan with a Tax Threat

Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got distracted or got into trouble and temporarily paused saving money, I think empathy is due when empathy is warranted. This week’s Portfolio Report Card is for K.E., a 60-year old …

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