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What Does Running Out of Money Mean to You?
Many people worry about running out of money. Though few of us will actually run out of money during retirement, when it concerns us,...
Living on the Cliff
When the estate tax was first enacted, the logical tax avoidance scheme was to give your assets away before they would be subject to the estate...
PETER FRANZ: Partner and chief investment officer, Cedar Brook Financial Partner
By Chuck Soder, published in Crain's Cleveland Business Peter Franz can dish it out and take it. No, that's not a reference...
A Question for Non-Profit Organizations: Does Your Retirement Plan Pass the Test
Monika Templeman, Director of IRS EP Examinations, states that there is a great deal of concern and confusion in the 403(b) community with...
Here We Go Again!
Today we have another fresh example that shows the tendency of individual investors to move in just the wrong direction at just the wrong time...
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