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Retirement Plan Fees: Know What You Are Paying

Sep 7, 2017

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the fees involved in your plan. Your plan provider charges various fees to invest, manage and administer the plan, and those fees are passed on to…

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Keeping Connected With the Ever-Changing Internet

Jul 25, 2017

  If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content regardless of the source and without blocking certain sites.   In the waning days of the Obama administration, the Federal Communications Commission passed a…

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Savings and Investment Updates  

Jul 18, 2017

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a score of 60 percent or less.1   The quiz included topics such as which expenses are covered by Medicare and long-term care insurance and what…

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Taxes and Retirement Planning  

Jul 11, 2017

  The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the fact that Republicans dominate both chambers of Congress suggests 2017 may well be a year in which significant tax reform is engineered.1   One…

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How much money do you need to retire?

Jul 6, 2017

How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The answer is different for everyone.   So are questions about when you want to retire, how you want to retire (suddenly or gradually) and where…

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The Power of Going Green!

Jun 27, 2017

Here’s a new twist to the renewable energy and save the planet story: The Kentucky Coal Mining Museum in Benham, Kentucky, has recently switched from coal to solar power to help save on operational costs.1   It just goes to show you that the power struggle over power may be better energized by not making…

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What is Evidence-Based Investing?

Jun 23, 2017

What Is Evidence-Based Investing? The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care. (1) In the investing world, this translates to a goal of using current evidence to help maximize an individual’s investment returns while minimizing risk…

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Can Longevity Truly be Predicted?

Jun 22, 2017

Every morning, Emma Morano ate a raw egg and biscuits. When she died at age 117 in April of this year, she was the oldest person in the world. She lived in Verbania, a picturesque town situated on Lake Maggiore in northern Italy.1   Violet Brown, who was born in 1900 and lives in Jamaica,…

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The Fiduciary Standard: What It Means

May 26, 2017

The Fiduciary Standard: What It Means     Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1    …

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Are You Ready to Retire?

Apr 24, 2017

Are you Ready to Retire?   Here at Roberts Wealth Management, because we do total wealth management, not just investment consulting, we help our clients consider all aspects of retirement. In fact, we offer two great publications: Your Retirement Income Planning Checklist and The Consumer’s Guide to Finding the Right Retirement Income Planner. Anyone can call our office…

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