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Category Archives: Artesys

Estimating Your Retirement Expenses isn’t Rocket Science… But Close Enough

couple doing some financial planning

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Calculate your spending now, account for any additional expenses, and start saving for retirement. You’ve probably been lectured a million times by your elders on the importance of saving for retirement—“start while you’re young and reap the benefits later!” And if it didn’t come from them, you’ve probably heard of…

How Financial Risk Tolerance & Behavioral Finance Theory are Incorporated for the 401(k) Investor

Financial advisor for retirement

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This entry was posted in Artesys, Educational, Investing, Retirement, Risk Analysis. Bookmark the permalink.

Advisors not only care about helping their clients achieve financial success, but it’s also a job that they take very seriously. As the financial industry has evolved, advisors have begun to understand that it’s not valuable to focus exclusively on theories or mathematical models to identify the correct investment portfolio…

Everything You Need to Know About a Managed Account Provider

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In most cases, American workers look forward to the feeling of freedom that comes with retirement. They can finally spend more time with family, travel the world, learn new hobbies, move to a new city, or simply take it easy after decades of hard work. It’s what the “American Dream”…

Costco is slashing prices on everything … except their retirement plan (lawsuit alleges)

Costco Retirement Plan

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This entry was posted in Artesys, Curtis's Blogs, Educational, Plan Sponsor, Retirement. Bookmark the permalink.

Last month, a participant in the Costco 401k plan (which has roughly 170k+ participants and $15B Assets) filed a lawsuit against the company citing damages from ERISA violations. We read the almost 40-page class action complaint and wanted to break it down for our readers. The lawsuit alleges that Costco dropped…

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