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21,000!?!? and March 28 Meeting

21,000 on the DOW – what does it really mean? Clearly, it means positive things for the value of your accounts. Our investment allocations that typically include high levels of exposure to ...
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2016 Recap & 2017 Outlook

Dear Friends, From Brexit to Trump, 2016 produced unexpected results that made it a particularly difficult year to navigate. While our returns were positive for the year with overall results up about ...
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About Joel Garris, CEO

The entire contents of this series were personally written solely by Joel J. Garris, J.D., CERTIFIED FINANCIAL PLANNER™ and President and CEO of Nelson Financial Planning. Started in 1984 by ...
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What Makes Nelson Financial Planning Different?

Expert Tax Advice You Can Actually Rely On. You hear a lot of conversations about saving for retirement but not much about planning your retirement income. The biggest reason for this is that most ...
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The State of Your Retirement Chapter 5: Retirement Income - Your Age and the Account Matters

Planning your retirement income as a member of FRS is a very intricate process. Depending on your age, your years of service, your job, your FRS choices, and your deferred compensation account, the ...
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The State of Your Retirement Chapter 4: Shifting Sands for Current Employees - The Litany of Changes since 2008

In 2011 with the inauguration of Rick Scott and a Republican Legislature, the Florida Retirement System started to change. These changes were predicated on the aftermath of 2008 on the state’s ...
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The State of Your Retirement Chapter 3: FRS Investment Plan - Leaving It To The Kids

The FRS Investment Plan option started in 2002. The Investment Plan is a defined contribution plan in which employer contributions are a set amount as defined by law. The period of time in which the ...
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The State of Your Retirement Chapter 2: DROP - The Holding Bin for Your Pension Check

DROP is a program that allows you to retire without terminating your employment while your retirement benefits accumulate in a separate account earning 1.3% as of July 1, 2011. Previously, the ...
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The State of Your Retirement Intro & Chapter 1: The FRS Pension Plan - The Guaranteed Check a Month Club

It is surprising to me how often state employees are not given all the information necessary to make an informed decision about their retirement. This series will feature seven chapters covering, ...
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35 Days & Counting and A Recap of 3rd Quarter

The best part of the start of the fourth quarter this year is that means there are only 35 days left of listening to Donald and Hilliary insult each other. That’s the good news! Of course, the ...
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The New Nelson Financial Planning

Dear Friends, China, North Korea and the United Kingdom have combined to produce some negative headlines so far this year. Yet here in the U.S., the consumer seems to be showing signs of life. Thanks ...
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