Building a long-term investment strategy
Tax saving strategies
Overview of stock, bond, and blended total returns
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With disappearing pension plans, a diminishing Social Security trust fund, and increasing longevity, personal retirement savings are more important than ever.
This white paper, written by Financial Advisor, Megan Nichols, CFP®, will provide a quick review of some retirement saving and 401(k) plan basics, and the balance will provide guidance on how to approach selecting investments in your retirement plan.
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