Winning the Financial Advisor “Name Game”
It might make sense to seek advice from a financial professional as you plan for retirement, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager,...
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Next Nest: Volume 2
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...
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Next Nest: Volume 1
Meet the Carlsons: James, age 60, is a VP and Director at a publicly-held company headquartered in Radnor, PA. His compensation package includes stock options, restricted stock and deferred compensation, in addition to his base salary and bonus. His...
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Financial Impact of a Divorce
Once a marriage has broken down and a decision is made by one or both parties to divorce, the impact can be devastating. Devastating not only to the individuals involved, but also to the children, family, friends and employers...
Read moreWhat You Need to Know When Changing Jobs
If you’re changing jobs in the near future, there are steps you can take now to make sure the transition goes smoothly for your personal finances and retirement planning. The financial component of changing jobs can be tricky, especially...
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