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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


Dr. Albert Einstein and The SECURE Act
The SECURE Act has brought with it numerous changes. Significantly, it is estimated that the SECURE Act will affect 1 in 3 IRA account
Feb 11, 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


3 Tips to "reset" your budget after a bad month
3 Tips to "reset" your budget after a bad month
How to get back on track with your budget
Budget busted? Here's how to get back on track
Do
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
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