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Est. 2011

Fiercely Independent Fiduciary Financial Advice™

2013 PlanPlus Global Financial Planning Awards Finalist

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Dec 6, 2012
2 min

Where should I save for retirement after my 401(k), 403(b) or employer plan?

First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and it will be well worth it down the road. For many, saving to your employer plan may not be enough. You may have progressed in your career enough to where you need to catch-up, or you may just be a fantastic saver and need to find other places to invest. Below are a few ideas for those that save: You can always contribute to an IRA. I meet with

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Oct 24, 2011
2 min

Is my 401(k) or 403(b) the best place to invest?

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing to maximize your investing for the long haul. Many individuals start to engage in the planning process once they reach a point where they are starting to save beyond the minimum amount of the match in their company retirement plan. Below are a few suggestions for those that may be considering what the next step may be to take their inv

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