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5 Reasons Why It’s Better to Benchmark Based on Personalized GOT Return Requirement Instead of Any Particular Market Return

    5 Reasons Why It’s Better to Benchmark Based on Personalized GOT Return Requirement Instead of Any Particular Market Return

All the preceding reasons logically lead to this one undeniable truth: You either meet your goal or you don’t. All other methods of measurement, all other forms of calculations, all other arbitrary comparisons fail to stand up to this simple, common-sense, metric.

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5 Sample Techniques to Convince Retirement Savers to Focus on Their Own GOT Rather than Current Market Returns

    5 Sample Techniques to Convince Retirement Savers to Focus on Their Own GOT Rather than Current Market Returns

In retirement planning, there can never be any guarantees. That’s why it’s critical that these tools are used continually and consistently. A magician never gives the audience’s eyes a chance to wander.

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Did the 401k Really Kill the Pension Plan?

    Did the 401k Really Kill the Pension Plan?

In this retirement plan version of the game “Who Killed Cock Robin?” we can identify three macroeconomic trends that slayed the pension plan, once the giant among all retirement plans. But, where does the 401k fit in?

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A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

    A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.

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5 Reasons to Convert to a Roth

  5 Reasons to Convert to a Roth

The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.

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7 “It Depends” Reasons to Avoid Converting to a Roth

  7 “It Depends” Reasons to Avoid Converting to a Roth

There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.

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4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

  4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty

So-called “socially responsible” investing is not automatically incompatible with abiding by one’s fiduciary duty, however, the cases where it is acceptable are narrowly defined.

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5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty

  5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty

The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.

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When is it OK (and not OK) to mix TDFs with other funds?

  When is it OK (and not OK) to mix TDFs with other funds?

Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.

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