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Monthly Archive for: "August, 2020"
 401k for your Health
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By Bill
In Fin-health
Posted August 25, 2020

401k for your Health

“One of the biggest risks to any financial plan is an unexpected or prolonged health care event in one’s own life or in your family.” I have said some version of that sentence too [...]

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 Getting Real with Your Retirement Planning:  Understanding Sequence Risk
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By Bill
In Retirement Planning
Posted August 19, 2020

Getting Real with Your Retirement Planning: Understanding Sequence Risk

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence [...]

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 Buying high-priced stocks – Schwab Stock Slices
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By Bill
In Portfolio
Posted August 13, 2020

Buying high-priced stocks – Schwab Stock Slices

Not too long ago Schwab introduced a service called Stock Slices that allows you to buy fractional shares of certain US listed stocks. This is in response to the high dollar value – not [...]

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The latest Articles.
  • Healthy Holiday Eating
    Healthy Holiday Eating
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    What is a Fiduciary and Why Does it Matter (Now More Than Ever)?
    September 1, 2020
  • 401k for your Health
    401k for your Health
    August 25, 2020
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