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Building Wealth
Veteran Benefits
This Friday we observe Veterans Day. For some, this may be a day off work or school, or an opportunity to sell or buy discounted furniture. However, we should also take a pause and remember the real reason we observe this day. Originally deemed Armistice Day to honor veterans of World War I, it was...
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covid-19
Thirty years ago, I discovered and set out to master the nonqualified deferred compensation field. I designed and placed several hundred plans prior to the 1986 Tax Reform Act, which caused dramatic changes in how these arrangements were funding. Prior to the Act, we could credit participant accounts with 18 to 22 percent guaranteed interest...
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As a highly compensated executive, you are focused on your career and management responsibilities. But no employee can afford to overlook personal financial planning. At the same time, your employer has a vested interest in helping you, and not just in your job, but in your personal wealth management as well. Why? Because when you’re...
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Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...
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safety
You have bet on yourself time and time again. This required putting in hours of studying, honing your expertise, and taking on a large financial obligation. You have done all this for a chance to practice a profession that demands the very best of you each and every day. To many residents, the end is...
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History of Retirement Part 2
This is the final part of our series My Financial Coach Presents: History of Retirement. Click Here to start at the beginning and view our video and timeline as well.   Trouble in Pension Paradise   By the 1950s, almost 10 million American employees, or around 25% of the private workforce had a pension. In...
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History of Retirement
It is popular to think of retirement as a modern luxury. When most people think about retirement it almost feels right to think of it as an idea from the 20th century. However, I would like to show you something to help you expand on the history of retirement as something that is far older....
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It’s that time of year again, where depending on where you live, might mean freshly fallen snow, and frigid air. However, these conditions are made all the more tolerable with the trappings of the season such as the warmth of crackling wood in the fireplace and a mug of hot cocoa. Regardless of where you...
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Unfortunately, you actually can’t turn coal into a diamond. However, both share such closely related chemical make-ups that such statements almost seem accurate. From a certain point of view, there is at least some metaphorical truth to this statement as coal’s value is in the eye of the beholder. On a frigid winter night, a...
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We live in an age of technology, and the financial services industry is no stranger to these advancements. Chances are you have already benefited from these advances such as by registering your bank account or 401(k) online so that you can readily view your account balances. In an age of technology, convenience is key, and...
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