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job change retirement plan
When changing jobs, you have a choice: cash out or transfer your retirement funds to a new home. Unfortunately, most employees opt for the former when choosing the latter is almost always a better financial decision. Say this to yourself: retirement funds are for retiring. While it sounds silly, too few people adhere to this...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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