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What The Passing of John Bogle Means to Everyday Investors

BY Pam Krueger

January 20, 2019 - I was saddened to hear the news of John C. Bogle’s death on January 16 at 89. He meant so much to so many ordinary, everyday investors of every…

Your paycheck is bigger than you think; don’t leave money on the table

BY Pam Krueger

August 17, 2018 - Before you accepted your current position at your company, chances are you sat across a table and negotiated your salary along with a healthcare…

‘Ding-Dong the Fiduciary Rule is Dead’. Here’s What It Means For You

BY Pam Krueger

July 03, 2018 - The brokerage and insurance industries are singing it from the rooftops. No more rule requiring advisors to act in their clients’ best interests.…

Accessing Roth IRAs Through the Backdoor: A Workaround for High-Income Earners

BY Mark Bourguignon

May 30, 2018 - This article is presented by Mark Bourguignon, the founder of Ascend Wealth Management, a private wealth management and financial planning firm…

Financial Advice for the Teachers in Your Life

BY Pam Krueger

May 24, 2018 - Most teachers working in our public system have a pension, and they expect that pension to be a key part of their income after they retire. However…

The “Power” in a Power Of Attorney

BY Lawrence Sprung

May 01, 2018 - Planning for your financial future is just as important as making sure you are covered in the present too. The odds of becoming disabled or…