Publications

Company Stock and Your Portfolio

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The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. …

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Managing Debt While Saving for Retirement

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It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you’re not alone. According to an Employee Benefit Research Institute survey, 18% of today’s workers describe their debt level as a major problem, while 41% say it’s a …

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Hurricane Harvey Relief Fund

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A number of organizations are working to provide relief to those affected by Hurricane Harvey.  A charity we support, recommended to us by Dan Sharpe, of the Columbus Foundation, is the Hurricane Harvey Relief Fund, housed by the Greater Houston Community Foundation. Dan said the best type of donation for victims is money, which “allows …

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September 2017 Monthly Recap

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Hurricane Harvey Relief Fund A number of organizations are working to provide relief to those affected by Hurricane Harvey. A charity we support, recommended to us by Dan Sharpe, of the Columbus Foundation, is the Hurricane Harvey Relief Fund, housed by the Greater Houston Community Foundation. Dan said the best type of donation for victims …

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Proposed Fiduciary Rule Delay

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The Labor Department’s proposed 18-month delay for the fiduciary rule’s major compliance requirements and enforcement mechanisms is needed for regulators to complete a full review of the rule, according to language in Labor’s proposal released August 30. This week, the Office of Budget and Management signed off on the proposed delay after an expedited review …

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