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Richard's article on asset location was picked up by Morningstar

"Choosing the location of where your assets are invested can add significantly to your after tax returns." For more of Richard's article about asset location stategies click here. ...

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Frank was quoted in Wallet Pop

Frank was quoted in Wallet Pop's article "Planning for the Future: Estate Planning 101". To read the article, please click here....

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Should you beware of brand names?

Should you beware of brand names? When it comes to investing, a brand-name firm is a double-edged sword. To read Jack Waymire's article from Worth magazine click here....

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Frank was quoted in the New York Times

Even economic oracles would have trouble predicting their retirement needs with a high degree of precision. But most Americans face that task anyhow, without having the slightest idea about what the future holds. Frank was quoted in the New York Times article "Start Saving Early, and Keep an Eye on Shifting Needs", to read the article cli...

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Start Saving Early, and Keep an Eye on Shifting Needs

EVEN economic oracles would have trouble predicting their retirement needs with a high degree of precision. But most Americans face that task anyhow, without having the slightest idea about what the future holds. Frank was quoted in the New York Times article "Start Saving Early, and Keep an Eye on Shifting Needs", to read the article cli...

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Investor Solutions' Fiduciary Pledge

Do you really want biased advice? How can you get unbiased advice? Investors are rightfully confused about the role of different types of financial professionals. We don’t expect the various financial reform proposals to address this problem. The major financial institutions have torpedoed a universal fiduciary standard. They don’t wa...

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From 401k withdrawals to payroll taxes

From 401k withdrawals to payroll taxes, Frank joins other WalletPop experts to answer your questions. To read the article click here....

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Workers Rise to Lower 401(k) Fees

Workers are finally catching on to and resisting high fee 401(k) plans. And, the courts, SEC and DOL are siding with them. Plan sponsors that continue to turn a blind eye on the outrageous, imprudent and unwarranted fees that their participants pay do so at their peril. To read "Workers Rise to Lower 401(k) Fees" in the Wall Street Journa...

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Library Journal's Best of 2009 Business Books

Frank's book "Save Your Retirement: What To Do If You Haven't Saved Enough or If Your Investments Were Devastated by the Market Meltdown" has been named one of the best business books by Library Journal. To see what else made the list, click here....

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Employees fight for lower fees in a 401(k) retirement plan

Workers are finally catching on to and resisting high fee 401(k) plans. And, the courts, SEC and DOL are siding with them. Plan sponsors that continue to turn a blind eye on the outrageous, imprudent and unwarranted fees that their participants pay do so at their peril. Read "Earlier Retirement: Beating Back the High Fees" in the Wall Str...

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