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RIA’s Next Great Opportunity:Younger Generations Need Help Planning for Retirement, Too

You believe only Baby Boomers think about retirement?They may not call it the same thing, but Gen Xers (age 35-49) and Millennials (18-34)

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Retirement Plan Jeopardy: Who Pays that Fee?

Fees have got to be the most asked about and least understood topic that comes up in my discussions with clients and prospects.

One Stop Shopping Could Cost You

One Stop Shopping Could Cost You

We all know that one-stop shopping saves time and money when we need a bunch of household items. We’re more likely to go to Costco or Home Depot than drive all over town to different stores.

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The Facts About Revenue Sharing

Sometimes revenue sharing is referred to as “hidden fees”, other times “indirect payments.”

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How Open Architecture Can Benefit You

A recent study shows that most employers and employees are unaware of the hidden fees and expenses buried in their retirement plan