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Daily Archives: February 28, 2023

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Retirement Savings Should Not be Left on Autopilot

Case Study, Featured, Investment Selection, Retirement, Starting OutBy Editorial TeamFebruary 28, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!

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