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California Institute of Finance
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Let’s suppose that you — or your spouse or partner — live to age 100. Will your money last that long? You don’t want to experience “money death” before leaving this planet for good. Even if you don’t live to be 100, it’s smart to make sure your retirement income …Continue Reading →
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The right menu of benefits can help businesses hold on to their most valuable staffers When it comes to offering benefits to their employees, small-business owners don’t have the leverage that large companies do. But there is a long laundry list of benefits that small-business owners can use to attract …Continue Reading →
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So-called ‘soft paternalism’ isn’t helping savers make any progress It’s time we stop kidding ourselves. Experiments to improve retirement savings decisions using what experts call “soft paternalism” aren’t working and it’s time to fix the system. Or at least so argues Jacob Hale Russell, an academic fellow at the Rock …Continue Reading →
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Podcast: Play in new window | Download What’s the #1 Question You Should Ask a Financial Advisor before You Hire Them? Hint: It has everything to do about money. In particular – your money. In this podcast, I address the #1 question you should ask your financial advisor before you …Continue Reading →
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Have them in circles
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You’d be hard pressed to find a generation with more reasons to be discouraged about their prospects for retirement than millennials — that group of 80 million-plus Americans born between 1980 and 2000. Yes, even though their collective retirement might be some 40 to 60 years in the future, the …Continue Reading →
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A friend of ours recently had her 97-year-old aunt move in with her and her husband. She was still vital and healthy, but she’d run out of money. This got me thinking: How would you plan for retirement if you thought you’d live to 100? Don’t dismiss this exercise as …Continue Reading →
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In estate planning, “equal” isn’t necessarily the same as “fair”. I rarely see an estate plan that does not treat children equally. When I do see inequality, it’s usually because a parent is estranged from one child and leaves him or her nothing. Many experts on the psychology of estate …Continue Reading →
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This column has been updated to clarify that the one-year period during which two or more IRA-to-IRA rollovers should be avoided starts when the IRA owner receives the distribution. Retirement experts call it a game changer for the 50 or so million households in the U.S. that own an individual …Continue Reading →
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Have them in circles
59 people
John Kreiss's profile photo
Rick Kahler's profile photo
Samuel Cole's profile photo
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Cindy Grether, (888) 372-4155
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MBA in Financial Planning
Introduction
The California Institute of Finance is part of the business school at California Lutheran University.

CIF offers an on campus and/or online MBA in Financial Planning. The MBA program also prepares you to sit for the CFP exam.