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Why You Need To Know About The DOL Conflict Of Interest Rule

Nearly since the Employee Retirement Security Act (ERISA) was passed in 1974 the large insurance companies, banks, brokerage firms and mutual fund companies have dominated the corporate retirement plan space with their huge marketing budgets and Super Bowl half time commercials.  What do these institutions have in common and how ...
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Historic Day in Retirement Savings History!

Today the U.S. Department of the Treasury announced the availability of the MyRA plan to employees of companies that don't offer a corporate retirement savings plan option. Normally I would be ecstatic that anybody was helping U.S. workers save more for retirement.  Unfortunately, call me stoic, but this plan seems more ...
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Clear Financial Strategies

Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success.

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