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Retirement, mortgage, income tax, insurance, investment, college, net worth, RMD, Social Security, taxable vs tax-free bond yield


Key numbers, forms, AMT, estate, deduction planning, net investment income, health care, income tax planning, state tax resources, FAQ’s

401(k) & 403(b) Compliance

IRS Fix-it Guide, DOL guidance, disclosure guidelines, fiduciary, fee disclosure, lost earnings calculator, investment committee, IRS rollover chart

401(k) & 403(b) Trends

Participant wellness, plan sponsor attitudes, research, plan design, auto-enrollment, target date funds, legislation & regulation

Plan Participant Resources

401(k)/403(b) plan basics, the 1% difference, contribution limits, Roth 401(k), 401(k) plan fees, 401(k) vs IRA, pay debt or save for retirement, distributions options, loans & hardships


Retirement checklist, Required Minimum Distributions, health insurance in retirement, reverse mortgage, investing for income, effects of inflation

Investing Basics

Asset allocation, stocks vs bonds vs mutual funds, managing volatility, risk quiz, value vs growth investing, socially responsible investing, Modern Portfolio Theory

Social Security & Medicare

Claiming strategies, myths & facts, basics, when to claim Social Security, disability & survivor benefits, women & Social Security, optimization, when to claim Medicare