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Answers to Questions About 403(b) Plans
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What are they, and who uses them? Why do they exist? Who regulates them?
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An Annuity for the Teacher - and the Broker
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A look inside the high-pressure job of selling workplace annuities to public schoolteachers
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Long Term Care outline
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Long Term Care outline by Linda J. Stempel
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Mission Creep Doesn't Benefit Patients At The End Of Life
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Most patients have multiple smaller decisions to make in the mission creep of treatment vs. care.
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Why Your Financial Adviser Should Be a Fiduciary
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As we age, it‟s common for even do-it-yourself investors to seek the services of a financial adviser, especially in our later years. Given that you may eventually engage a financial adviser, here are some guidelines on how to select one
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How Index Funds Won the Battle for Acceptance
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Jack Bogle didn’t found index funds, but he did bring them to the masses.
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Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
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Moshe milevsky, an annuity expert, anticipates a negative short-term impact before homeostasis returns to annuity space
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Five Tips For Managing "The Stinger"
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Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.”
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Five Things to Know About Inherited IRAs
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If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.”
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Game Changers / Planning to infinity
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By 2050, there are expected to be a million centenarians in the United States
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