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True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits
Written by, Stephen Ostrofsky, CFP® True North Financial Advisors provides direction and advice to individuals who are current or former federal employees covered under the Federal Employee Retirement System (FERS).  Federal Employees have three retirement benefits that need to be coordinated, including: the Basic FERS Benefit Plan, Social Security and the Thrift Savings Plan. True…
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A Financial Plan Annual Review Can Help You Stay on Course

A Financial Plan Annual Review Can Help You Stay on Course
Another year has come and gone.  It’s hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish the goals we want for ourselves and our families.  I just had…
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FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice

FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice
In January 2014, the Florida Retirement Systems (FRS) announced a self-directed brokerage account option for FRS Investment Plan participants, including teachers and public school employees. According to the FRS, “The Self-Directed Brokerage Account (SDBA) allows Investment Plan members to invest in thousands of different investments in addition to the Investment Plan’s primary investment funds.” In…
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