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10 Ways Boomers Can Avoid Savings Shortfalls In Retirement
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What’s scarier than dying? Outliving your savings, say scores of Baby Boomers.
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Asset Allocation Is As Much An Art As A Science
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Whether asset allocation is of overwhelming importance or only the most important decision managed by a fiduciary is a minor distinction.
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Questions To Ask When Picking A Financial Adviser
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Knowing what questions to ask is crucial to beginning the process of finding someone who will fit your needs.
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The Myth Of Good Debt
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The economic crisis and the tepid pace of the recovery have left millions of Americans deep in debt. And amid this slow recovery, many are struggling to make minimum payments to keep ahead of creditors.
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Social Security: The Cheapest Annuity In Town
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The Center for Retirement Research at Boston College has just released a new study that shows that the best way for people to turn their 401(k) balances into a stream of income is to “buy” an annuity from Social Security.
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Raising The CFP Profile CEO Kevin Keller Discusses Enforcement
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When Kevin Keller left the Association for Financial Professionals for the top spot at the Certified Financial Planner Board of Standards in 2007, the organization, then based in Denver, faced a crisis of confidence – internally and externally.
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Parceling Out A Nest Egg Without Emptying It
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Many people nearing the end of their working lives may have resigned themselves to cutting back in retirement.
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Income Tax Rates For 2013
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Individual Income Tax Rates For 2013.
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Defining Real Planning Who Are The Real Financial Planners
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Who is a real financial planner? There is nothing wrong with managing client assets and being paid for it.
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A Tool For Your Clients And Their Kids
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If you would like an easy way to educate clients — and, more importantly, their children — about matters financial, take a look at HelloWallet.
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