Insights from ‘Second-Act Careers’ author Nancy Collamer

Dale Niemi
Posted by Dale Niemi
Retirement & Investing
Author Nancy Collamer speaking on semi-retirement options.

More people will expect their financial planners to offer assistance with the lifestyle side of retirement planning.

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8 steps to help a ‘retirement career’ transition

Dale Niemi
Posted by Dale Niemi
Retirement & Investing
Woman watering plants in a large greenhouse.

In working with numerous clients through this transition, I have recognized themes among those who have been successful.

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Angel investing: 5 factors to consider

Kristin Nelson
Wealth Management Strategy
Young male and female entrepreneurs in an airy office looking out a long window.

Angel investing presents a unique opportunity to invest in sectors and ideas that excite your imagination.

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Ask an Advisor: Roth or traditional IRA?

Jeff Hoffmann
Private Client Services
Middle-aged couple sitting with a financial advisor; woman is pointing to something on the open laptop.

If you’re contemplating which IRA is best for you, you’re already ahead of the game.

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