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Talking Retirement in the Media

We're constantly spreading our trusted guidance to help as many individuals and families as possible pursue their ideal retirements.

Watch Timothy Fitzwilliams’ interview on Wall Street Today

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Not All 401(k)s Are Alike: SDBAs Come with More Control

By Scott L. Bartow

More employers are offering 401(k) self-directed brokerage accounts, and if you’re a hands-on, motivated investor, they could be for you.

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The Bull Run Is Over: It’s Time To Replace Luck with a Plan

By Brian Lindberg

It’s not hard for investors to look good during a bull market, but now comes the real test.

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Do You Have the Green Light to Retire?
How to Take Control of Your Finances for Your Future

You need a plan to help address questions like:

  • How will you generate income?

  • What can you do to mitigate future tax bills?

  • How can you keep the standard of living you want in retirement?

Author Tim Fitzwilliams brings his industry experience to bear on what it takes to give yourself the permission to retire, to “green light” your own future.