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Articles 21 - 30 of 48

SECURE Act: Expansion of Section 529 Plans (Section 302)

Well established and evolved over the years, 529 plans are tax-advantaged strategies designed to encourage saving for future education costs. Withdrawals

Auto Dealers, Automatic Enrollment, and Automatic Escalation

As someone who has worked closely with automotive dealerships for over twenty years, I have witnessed first-hand that successful dealerships are extremely

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

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The Stages of Wealth - Wealth Creation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. In our May article, we laid out some basic personal

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,

SECURE Act vs. RESA

On May 23rd, the U.S. House of Representatives overwhelmingly passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act

2019 Retirement Plan Limitations

On November 1, 2018, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2019 (IRS Notice 2018-83).

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401(k) Plan Sponsors and Participants: Be Aware of Unethical Requests

In our ongoing effort to keep you apprised of important industry developments, we thought you should be aware that Wells Fargo recordkeeping is presently

SEC’s Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals

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