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4 considerations when merging retirement plans

Four considerations when merging retirement plans



Memorial Day marks the unofficial start of summer, which also marks the unofficial start of ice cream season.  My dad is known as the homemade ice cream king of his county.  For sixty-five years all he made was vanilla – which was always a big hit.  And then he shocked us – he decided to…

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HZ1226DecodingRegulations

Decoding the DOL Proposed Fiduciary Regulations



Are you the type of person who loves or hates change? I’ve found over the years that change is inevitable, so I try to focus in on the positives and keep my eyes ahead. Most of the time change pushes me to a better outcome because I am forced to rethink about the way things have always been done.…

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