Tag Archive for: retirement

Empowering Financial Freedom Through Employer Retirement Plans

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Success in the retirement pivot is where preparation and opportunity meet.

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Social Security Fairness Act of 2023 Heads to the President for Signature

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The Social Security Fairness Bill (H.R. 82), introduced in January of 2023, has passed the Senate and House and is on the desk of President Biden awaiting his signature by year-end. While supporters and critics of the bill still have concerns as to how it would be funded over the long-term, it appears poised to […]

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A Different Way to Invest in Our Tumultuous World

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Everyone loves a good story. It’s what keeps you hooked watching a movie or reading a book…it’s also what keeps investors committed to poor investment solutions. Investors like a good story that keeps them engaged, and that story usually involves a savvy manager. But there is a different narrative—written by financial scientists. Now, academic finance […]

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Recession-Proof Your Retirement Portfolio

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Money Magazine interview on recession-proofing your portfolio

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