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Month: March 2016

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Life Insurance

Numerous studies have consistently shown than Americans are ill-prepared for retirement.  401(k)s have apparently failed to provide a solution. You may be interested in seeing

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March 9, 2016
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Retirement

Getting Ready to Change Jobs?

There’s more to changing jobs than simply getting a (hopefully) higher salary. This “One Sheet” will provide you with a list of some additional issues

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March 7, 2016

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Jim's Money Blog

How To Do a 401(k) Rollover.

April 17, 2025

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

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How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

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