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Bonds: How to Earn Almost 10% Interest

It’s no secret that for the last couple of years interest rates have been historically low. As a borrower of funds, you could hardly have...

Blog Posts

Bonds: How to Earn Almost 10% Interest

It’s no secret that for the last couple of years interest rates have been historically low. As a borrower of...

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How We Help – Social Security and Spouses

Planning for the future can be daunting, so don't leave your employees on their own. Let us help guide them...

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10 Tips for Improving Financial Wellness

According to the American Psychological Association, 64% of Americans find money to be a “somewhat or very significant source of...

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Savings Game

Everyone loves a game of some sort or another. Me? I love a savings challenge game! When your savings muscle...

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Here’s how to get money from a 401(k)

I have a very simple but stupid question. How will I get money out of my 401(k) when I retire?...

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Combating Retirement’s silent killer: Inflation

First appeared in USA Today and The Indianapolis Star While you are driving toward income independence, your money is driving...

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Employer doesn’t match? Oh well.

Dear Pete, My employer doesn’t match my 401k contributions. Is it still worth putting any money into the plan? I...

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Health insurance, the great retirement roadblock

Dear Pete, I think I’m ready to retire. I’m 55 and my wife is 55 too. Based on my age...

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The Match is Not the Max

Dear Pete, I’m worried about retirement, after reading a recent article you wrote. I’m 30 years old and earn about...

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