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Category: Wealth Management

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401(k) Rollover Rules: How to Avoid the 60-Day Tax Trap

Posted on by Brian Werner CFA®, CFP®

401(k) Rollover: How to Avoid the 60-Day Tax Trap Changing jobs or moving into retirement brings a long list of financial decisions. One of the easiest to underestimate is what

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Fee-Only vs. Fee-Based Financial Advisors: What’s the Difference?

Posted on by Brian Werner CFA®, CFP®

 Fee-Only vs. Fee-Based Financial Advisors: What Is the Difference? If you’re a pre-retiree, business owner, or medical professional getting ready for a big transition, working with a financial advisor can

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