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Fifty and Fabulous

Fifty and Fabulous?

Are You Fifty and Fabulous? I started to say Fun, Foxy and Fifty but that sounds like a saying on cocktail napkin. If you are fifty and fun, foxy or fabulous then this article is for you. Feeling like you need to make up for lost time… that is in regard to your retirement savings? […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

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