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My Article Picks

From time to time, I come across an article or a website that covers a specific financial topic or issue in an exceptional and objective way. When I'm lucky enough to find such a piece, I like to share it with my clients to help them expand their knowledge and better understand issues and concerns that are important to us all. Please enjoy.

Date Uploaded Name Description
07/20/2011 403(b) enrollment form  
07/28/2011 403(b) Form  
07/28/2011 457 EDC Form  
07/29/2011 Salary Reduction Agreement -- 403b  
08/23/2011 403(b) enrollment form  
11/29/2012 Salary Reduction Agreement -- 403b  
08/10/2013 403(b) Salary Reduction Agreement  
08/10/2013 403(b) Salary Reduction Agreement  
08/19/2013 403(b) Salary Reduction Agreement  
06/10/2014 Salary Reduction Agreement -- 403b  

The opinions voiced in these materials are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

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