Archive for Tag: risk

Computer hacker in hoodie and mask stealing data from laptop; representing Identity Theft

Identity Theft-5 Things You Need to Know

Identity theft is on the rise. The most recent statistics (2014), according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is

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Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans...

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Blue bench on colored tile, representing Variable Whole Life Insurance

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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