Latest articles by David Faulkner, CFP®, RICP®
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Are You Ready to ‘Rothify’ Your Retirement?
Legislation makes Roth accounts more enticing, and savers who mostly prefer to defer face tough decisions. How to choose?
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Is Your Retirement Plan Missing an Essential Piece?
long term care Long-term care is a major risk that many financial advisers just aren’t talking about with their clients. Here’s why and some creative options for your own LTC plan.
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3 Steps You Can Take Now to Gain Control of Your Retirement
retirement Do-it-yourselfers have some work ahead of them, and here are three places to start.
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Cure Your IRA Tax Infestation with a Roth
retirement Nasty taxes are hiding in 401(k)s, 403(b)s and traditional IRAs. To help eradicate that problem, Roth accounts could give you the flexibility you'll need for retirement.
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Smart Moves for Investors in the 'Hazard Zone'
retirement For those right around retirement age, protecting future income in this aging bull market requires careful preparation and creative diversification.
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