Clear Financial Strategies

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A second federal court in Texas recently put a stay on the Department of Labor’s (DOL) Retirement Security Rule, effectively halting the rule’s exemptions. This decision, stemming from
Understanding the impact of taxes and expenses on your retirement goals is crucial for effective planning and long-term financial security. As an advisor, I’ve seen firsthand how these factors can significantly
The Employee Retirement Income Security Act (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry to