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Here’s the Number 1 reason why seniors work well into retirement 

Darla Mercado | CNBC | Oct 9th, 2019
Category: Education

If you’re still working well into your 60s, odds are you’re doing so to bolster your finances. More than 6 out of 10 people polled by Provision Living

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In The News: To No One’s Surprise, GE Freezes Its Pension 

Elizabeth Bauer | Forbes | Oct 8th, 2019
Category: Financial News

This morning, CBS News and other news outlets reported that General Electric has announced that it will be freezing its pension plans for U.S. salaried workers and

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The Seven-Year Auto Loan: America’s Middle Class Can’t Afford Its Cars 

Ben Eisen & Adrienne Roberts | WSJ | Oct 1st, 2019
Category: Education

Walk into an auto dealership these days and you might walk out with a seven-year car loan. That means monthly payments that last well past when the brake pads

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IRA Aggregation Rule: When Many IRAs Become One 

Rachel L. Sheedy | Kiplinger | Sep 30th, 2019
Category: Financial News

After working for multiple decades, it's not uncommon for a taxpayer to have multiple traditional IRAs. Perhaps you have rollover IRAs from previous jobs or

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Understanding Tax-Advantaged Retirement Plans 

Peter Neeves | CentSai Sensei | Sep 26th, 2019
Category: Education

6 second take: Can you tell the difference between Roth and traditional retirement plans? Do you know what kind of account is best for your needs? Get the lowdown. Not

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


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A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.