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Archive for Tag: financial planning

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans...

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Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense,...

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Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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