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The hows and whys of college savings.
The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you've already t
Feb 13, 2020


How to Find an Old 401(k): 7 Ways
The U.S. Government Accountability Office states that over 25 million Americans left funds in a 401(k) or other employer retirement plan lef
Feb 10, 2020


A look at how variable rates of return do (and do not) impact investors over time.
What exactly is the "sequence of returns"? The phrase describes the yearly variation in an investment portfolio's rate of return. Across 20
Feb 7, 2020


Sometimes you can take penalty-free early withdrawals from retirement accounts.
Do you need to access your retirement money early? Maybe you just want to retire before you turn 60 and plan a lifelong income stream from t
Feb 6, 2020


2019 IRA Deadlines Are Approaching
A new federal law must be noted here. The Setting Every Community Up for Retirement Enhancement (SECURE) ACT, passed late in 2019, changed t
Feb 4, 2020


Is Your Old 401(k) Being Used to Pay for a Plan You're No Longer a Part of?
Is Your Old 401(k) Being Used to Pay for a Plan You're No Longer a Part of? 25 million. This is the estimated number of orphaned
401(k)s
Feb 3, 2020


Creating a Retirement Strategy
Across the country, people are saving for that "someday" called retirement. Someday, their careers will end. Someday, they may live off thei
Jan 31, 2020


Eight Mistakes That Can Upend Your Retirement
No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing
Jan 30, 2020


Rebalancing Your Portfolio
Balancing. When deciding how to allocate investments, many begin by considering their time horizon, risk tolerance, and specific goals. Next
Jan 29, 2020