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Market Commentary Blog
Candid About Compliance
Estate & Tax Planning Blog
Campus Health Blog
52 Meditations on Retirement
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September 9, 2024
Nonqualified Plan
Interested in learning more about nonqualified plans? Check out our latest YouTube video featuring…
Nonqualified Plan
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August 27, 2024
Maximizing Deferrals into 401(k)s and 403(b)s
Looking to boost your 401(k) and 403(b) deferrals? Sit down with Kelsey Murray and Paul Carl to…
Maximizing Deferrals into 401(k)s and 403(b)s
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August 19, 2024
A Cortado With Andrea Costa
Join Andrea Costa as she sits down with Greg Beck, Chief Growth Officer at FocalPoint Advisory…
A Cortado With Andrea Costa
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July 2, 2024
The Importance of Life Insurance
Greg Hoernschemeyer and Rachele Wolf engage in a discussion about life insurance, covering its…
The Importance of Life Insurance
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June 25, 2024
Target Date Funds
Paul Carl and Kelsey Murray explore Target Date Funds and the various glide paths available.
Target Date Funds
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June 18, 2024
What is a QDIA?
Thomas Reitzes and Paul Carl discuss QDIAs. Learn what a QDIA is and explore its benefits!
What is a QDIA?
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June 12, 2024
Are Social Security Benefits Taxable?
Kelsey Murray and Thomas Reitzes dive into a conversation about whether Social Security benefits…
Are Social Security Benefits Taxable?
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May 29, 2024
Back Door ROTH Conversions
Michael Hermes and Ben Hardigg sit down and talk about back door roth conversions.
Back Door ROTH Conversions
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May 21, 2024
Budget vs Financial Plan
Ben Hardigg and Keith Prince discuss budgeting and financial plan and how they both play a role in…
Budget vs Financial Plan
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May 14, 2024
Growth vs. Value Stocks
Keith Prince sits down with Michael Hermes to discuss growth versus value stocks.
Growth vs. Value Stocks
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May 7, 2024
Building A Financial Plan
Andrea Costa sits down with Keith Prince to discuss the importance of building a financial plan…
Building A Financial Plan
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April 30, 2024
Designating a Retirement Plan Beneficiary
Greg Hoernschemeyer sits down with Paul Carl and they discuss the importance of selecting a…
Designating a Retirement Plan Beneficiary
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