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Online Extras

Social Security Benefit Considerations

Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.

The Psychology Of Retirement Planning

Decoding your clients’ financial behavior can be challenging. Here's some advice.

Roth IRA Conversions And College Planning

Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

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Market/Economic Commentary

The Domino Effect

Will the falling economies of Greece, Spain, Hungary and others be strong enough to lead to the toppling of the global economic recovery and emerging expansion?

'Sophisticated' Investors And The Hedge Funds They Love

Hedge fund performance is in the tank but money continues to flow in.

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