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Defining Retirement

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with delivering support for their clients nearing and living in retirement. We will also provide perspective and insights for broker-dealers, asset managers, insurance companies, wholesalers and other financial services providers in the retirement income marketplace.

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An investing guru who wants to rescue your retirement

Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over which the clock is ticking: America’s retirement crisis. “I didn’t

Breaking down retirement risks – MarketWatch

This is a very good article about the risks you face in retirement.  It was written by Wade D. Pfau, Ph.D., CFA, , a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Pl

Invest in a Roth 401(k) If You Can

This is a good article about the value of using a Roth 401k – which I find are becoming available much more frequently.  They are a good idea, but, as with most aspects of financial planning, the best

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