Perks of Growing Older

Getting older has its perks — from potential tax breaks to everyday discounts. It’s like turning 21 and getting carded all over again. Only now, in some ways, the older…

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Behave Yourself

“Overconfidence is a very serious problem. If you don’t think it affects you, that’s probably because you’re overconfident.”1 That’s a quote from Carl Richards, a financial advisor, author, speaker, columnist…

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Debate on Indexing Heats Up

When the first index mutual fund was introduced 40 years ago by Vanguard, it opened with $11.3 million in assets. 1 Today, the Vanguard 500 Index Fund holds more than…

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Retirement Solutions Television

Tune in to KSL Channel 5 on Saturday October 22nd at 10 AM for the premiere of Retirement Solutions Television! Retiring successfully doesn’t happen by accident! Our firm assists retirees…

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