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Greg Aler

The Myth of the “Certified Financial Planner” Gold Standard 

Let’s talk about the alphabet soup that is the financial services industry. Between the CFPs, the CFAs, and MBAs, there’s a whole lot of WTH (heck). Adding some letters to the end of a name on a business card sure sounds important, but should it be important to you when selecting a retirement planner?   […]

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Why Do People Hate Annuities? 

Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things :  They’re expensive and have big fees.  They don’t give you access to your money.  There’s no growth.  While these statements are true of some annuities, they’re not […]

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Meet the Newest GR Partner, Drew Paul 

When you work hard for your retirement, you deserve to have someone at the helm of your planning who will work just as hard to safeguard the fruits of your labor. That’s why we’re excited to announce the addition of a new Partner to our team who shares in our passion to make a difference […]

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Are Commissions Bad? 

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a purchase related to the services they provide. But when it comes to commissions and financial advisors—whoa, hold your horses.  We’ve been conditioned to think that […]

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Here’s What To Know About Fixed Index Annuities &Raquo; Annuities Graphic 2

Here’s What to Know About Fixed Index Annuities

Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention. Now, before you run off, we know annuities have become something of a dirty word. And frankly, they’ve earned the reputation. Historically, some haven’t been […]

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Protecting Yourself from Fees: Why You Need a Fee Filter

No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the “handling fee,” which is always a head scratcher. There are two fees we think all retirees should know about: investment fees and advisor fees.    Granted, […]

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