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How the New Electronic Disclosure Rule affects your 401(k) Plan
October 29, 2020 • 401(k), Business Owner Planning, Financial Planning, Investment, Retirement Funding, Wealth Management

How the New Electronic Disclosure Rule affects your 401(k) Plan

This episode is a great example of how fast technology is changing, and how that affects 401(k) plans. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. In this episode, Josh and Jay […]

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Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First
October 13, 2019 • Investment

Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

While an investment advisor can be helpful in any situation, hiring one is definitely more necessary when you have complex issues and questions to sort out.

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Gulf Coast Financial Advisors, LLC ("GCFA") is a registered investment adviser offering advisory services in the State of Alabama and in such other jurisdictions where it is registered, filed the required notices, or is otherwise excluded or exempted from such registration and/or notice filing requirements. Registration does not indicate or imply that GCFA has attained a particular level of skill or ability nor does it constitute an endorsement of the firm by the Securities and Exchange Commission (SEC) or any state securities regulator.