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Your TPFG Team Nov 14, 2025, 12:10:34 PM

Speak to Your Clients About Retirement Plan Contributions!

As we approach the close of 2025, the final quarter presents a golden window for proactive retirement planning. This is a time when clients are reflecting on their financial goals and seeking guidance to optimize their savings.
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Matt Sommer, PhD, CFP, CFA Jul 17, 2025, 11:25:30 AM

Looking for More Rerferrals?

Looking for more referrals? Address the psychological aspects of financial planning Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors discusses findings from his latest research, which found a strong link between...
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Your TPFG Team Jul 17, 2025, 11:08:42 AM

Optimizing 457 Plans with Self-Directed Brokerage Accounts

Understanding Self-Directed Brokerage Accounts (SDBA) Windows Self-Directed Brokerage Accounts (SDBA) windows are a powerful feature within 457 group retirement plans, providing participants with more investment choices. 457 plans are similar to...
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Your TPFG Team Jul 9, 2025, 4:30:56 PM

Unlocking Brokerage Windows in 403(b) Retirement Plans

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      Category
      • Chart of the Week
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      • Timely & Topical
      • TPFG News
      Latest Post
      Chart of the Week 5.4.26
      Chart of the Week 9.21.26
      Chart of the Week 5.25.26

      Have a question? Just Ask Us!

      TPFG_Reversed

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