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May 2014

3 Troubling Retirement Planning Statistics You Need To Know

There are 3 retirement planning statistics that trouble me the most – and investors need to know how to protect their...

Thinking About a 401k Rollover to Annuity? Think Again.

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...

How to Rollover a 401k: Important Decisions & Considerations

Want to learn how to rollover a 401k the easy way?  Most investors do.  Whether it’s how to rollover, how to...

The 401k Market is Broken

Yes, I truly believe that the 401k market is broken. That’s right, broken. Sound familiar? You go to the enrollment meeting...