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June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
28
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June 23, 2022
The 50-20-30 Rule
435
11
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June 17, 2022
Retirement Meditation #24: How does disability insurance work into my retirement planning?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
40
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June 10, 2022
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
49
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June 9, 2022
Spring 2022 Magazine
18
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June 2, 2022
Retirement Meditation #22: What if there is never an opportunity to retire?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
97
1
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June 2, 2022
Going Green for Less
439
12
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May 31, 2022
Retirement Meditation #21: Is there a difference between investment return and investor return?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
79
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May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
98
2
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May 13, 2022
Millionaire Misconceptions
458
11
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May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
104
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April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
223
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