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Contributing Adviser

To Prepare Your Heirs for Future Wealth, Don't Hide the Truth
Matthew Helfrich, CFP
Contributing Adviser

Should I Change Lawyers?
H. Dennis Beaver, Esq.
Contributing Adviser

Federal Workers: Are You Playing It Too Safe with Your TSP?
Charles Dzama, Investment Adviser Representative
Contributing Adviser

Want a Second Passport? Here Are 3 Countries You Can Buy Your Way Into the EU
Jeffrey M. Verdon, Esq.
Contributing Adviser

Estate Planning for Single Parents
Timothy Barrett, Trust Counsel
Contributing Adviser

Before You Retire, Consider an Internship
Dennis D. Coughlin, CFP, AIF
Contributing Adviser

5 Ways to Increase Your After-Tax Spendable Income - and Legacy
Jerry Golden, Investment Adviser Representative
Contributing Adviser

Are You a Helicopter Parent, a Lawn Mower or Worse: A Payoff Parent?
Neale Godfrey, Financial Literacy Expert
Contributing Adviser

Critical Choices for IRA Beneficiaries
Carlos Dias Jr., Wealth Adviser
Contributing Adviser

Ladies, Take These 7 Steps to Own Your Financial Future
Salene Hitchcock-Gear
Contributing Adviser

Nearing Retirement? It's Time to Focus on Goals Instead of Investments
Carlton W. Murrey, Investment Adviser
Contributing Adviser

Nearing or In Retirement? Capitalize on Tax Cuts with a Roth IRA Conversion
Jason F. Cryderman, Investment Adviser Representative
Contributing Adviser

Control What You Can When Volatility Shakes Market Confidence
Scott Winstead, Investment Adviser Representative
Contributing Adviser

How to Buy Out Your Retirement ‘Business Partner’ – with a Roth Conversion
Reid Abedeen
Contributing Adviser

Is Your Home Adequately Insured by the Right Company?
H. Dennis Beaver, Esq.
Contributing Adviser

What NOT to Do When Discovering an Employee Is Stealing
H. Dennis Beaver, Esq.
Contributing Adviser

Top 5 Retirement Podcasts Everyone Should Listen To
Taylor Schulte, CFP
Contributing Adviser

10 Things Anyone Considering a QCD Should Know
Scott Staton, Investment Adviser Representative
Contributing Adviser

A Volatile Market May Move Back Your Retirement Date – But Don't Despair
Ethan Lane, Investment Adviser Representative
Contributing Adviser

Is Your 401(k) or IRA a Sleeping Tax Bear?
Scott Tucker, Investment Adviser Representative
Contributing Adviser

Social Security Spousal Benefits FAQs
Ken Moraif, CFP®
Contributing Adviser

Try This Road Map to Plan Your Retirement
Mark B. Fricks, RFC, ChFEBC
Contributing Adviser

How Do Your Medicare Options Factor Into Your Overall Retirement Plan?
David Olsen, Investment Adviser Representative
Contributing Adviser

The Costs of Caregiving Go Far Beyond the Obvious
Barbara Shapiro, EDM2, MSF, CFP, CFS, CMC, CDFA, CeFT
Contributing Adviser

Pessimists Never Prosper: Try an Abundance Mindset Instead
Deborah L. Meyer, CPA/PFS, CFP®
Contributing Adviser

Tracking Down IRA Basis: A Gold Mine for Beneficiaries
Mike Piershale, ChFC
Contributing Adviser

Considering a Timeshare? Don't You Ever!
H. Dennis Beaver, Esq.
Contributing Adviser

Shocked by Your 2018 Tax Bill?
Lisa Brown, CFP®
Contributing Adviser

4 Ways to Share Your Money Smarts with Kids
Ric Edelman, Founder
Contributing Adviser

Does It Makes Sense to Buy Hybrid Long-Term Care Insurance?
Bud Boland, CFP®
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