Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...
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Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
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Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
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Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
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Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
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THE WASH SALE RULE
Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...
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FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.
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THE IMPORTANCE OF PORTFOLIO REBALANCING
Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.