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Why are Millennials Suddenly So Interested in What “Fiduciary” Means?

    Why are Millennials Suddenly So Interested in What “Fiduciary” Means?

Financial professionals may have an idea of what millennials want, but millennials have their own ideas – and their “trusted” sources of information may just surprise you.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

    7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

What if I told you that something vital to top business schools, the financial services industry, your business and your clients’ success and satisfaction doesn’t work as advertised?

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How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part II)

    How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part II)

A five-point plan all 401k plan sponsors can implement right now to help employees make better retirement saving decisions.

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How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part I)

    How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part I)

“The want/should dichotomy addresses headed on the conflict between the instantaneous gratification derived from buying something today and the delayed gratification inherent in saving more for retirement.”

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A 401k Fiduciary Must Know Where Gamification Fails in Encouraging Retirement Savings

    A 401k Fiduciary Must Know Where Gamification Fails in Encouraging Retirement Savings

If companies using on-line retirement tools aren’t careful, they may just be allowing class action attorneys the opportunity to use the courts to further refine what it means to breach one’s fiduciary duty.

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The Three Biggest Mistakes Retirement Savers Make During Down Markets

    The Three Biggest Mistakes Retirement Savers Make During Down Markets

It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.

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Who is Using The Child IRA Right Now

    Who is Using The Child IRA Right Now

The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.

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How to Take Advantage of The Child IRA Under Current Laws

    How to Take Advantage of The Child IRA Under Current Laws

Current or prospective parents and grandparents may be interested in looking into child modeling as a way for their children and grandchildren to generate the earnings necessary to take advantage of The Child IRA.

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Everything You Always Wanted to Know About The Child IRA

    Everything You Always Wanted to Know About The Child IRA

How $1,000 a year through the end of high school can give a newborn baby at $2.25 million head start to living a comfortable retirement!

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Best Savings Strategies for Employees with Bad Retirement Plans

    Best Savings Strategies for Employees with Bad Retirement Plans

Why do we encourage employees to look for blame in their company’s plan when they shoulder the bulk of the responsibility for whether or not they retire in comfort?

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