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Why 30 and 40-Year-Olds Need to Care About Investing & Retirement Income
By Ed McClure, CFP®, PPC® When you think about where you want to be in 20 years, many 30 and 40-year-olds will discuss their…
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5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants
By Ed McClure, CFP®, PPC® Employees are saving for retirement at an increasing rate thanks to initiatives implemented by plan sponsors during the past…
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Take Control of Your Finances: Tips for Dealing With Inflation and Market Volatility
By Ed McClure, CFP®, PPC® It’s no surprise that the words inflation, volatility, and recession have been so pervasive lately. Inflation has been slowing…
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What Business Owners Can Do With Their Cash
By Ed McClure, CFP®, PPC® Running a business is hard. You have to offer a valuable service, ensure your clients are happy, manage employees…
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What Should I Do With My Money in Today’s Market?
By Ed McClure, CFP®, PPC® There’s always a degree of uncertainty in the market, but sometimes people get especially nervous. In previous articles, I’ve…
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Business Owners: How to Design Your Company’s 401(k) Plan Features
By Ed McClure, CFP®, PPC® If your company offers a 401(k) plan to its employees, you may not realize how many options you have…
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Is a Downturn On the Horizon? How We Watch Over Our Clients’ Investments
By Ed McClure, CFP®, PPC® Sometimes what causes the greatest fear is simply not knowing what lies ahead. Billionaire and founder of Patagonia, Yvon…
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Top 5 Questions Your Plan Administrator Can’t Answer
By Ed McClure, CFP®, PPC® One common frustration we hear from both employers and employees relates to the inability to get answers to your…
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Retirement Options for Self-Employed Individuals
By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number…
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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope…
