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A Key Market Warning Sign: Understanding the S&P 500 P/E Ratio

No matter how good a financial advisor claims to be, no one can predict the market. Yet it’s hard not to be worried when a steady drumbeat…

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Don’t Feel Confident About Retirement? This Might Be Why

A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently…


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What is an Annuity? And Could it Be Part of Your Retirement Strategy?

Ah, annuities: the product the financial services industry loves to hate. But are the hard…


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Planning for Retirement vs. Planning in Retirement

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to,…


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The Smart Retiree’s Cheat Sheet for Trusts

Find Out What Each Type of Trust Does (or Doesn’t Do)  For many of our…


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The History of Retirement Planning Might Surprise You

Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner…


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4 Dirty Secrets Financial Planners Don’t Want You to Know

Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their…


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What is a Retirement Planner?

Find Out What Makes Us Different from a Financial Advisor For most people, the financial…


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Help Us Fight Alzheimer’s With Heart & Sole

Join Forces With Golden Reserve in This Year’s Walk to End Alzheimer’s®    Alzheimer’s is anything but an…


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