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Borrowing From Your 401(k): A Financial Sin

When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you…

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Pay Yourself First

It sounds simple, but paying yourself first can really pay off. Each month you settle down to pay bills. You…

The History of Retirement

The Pension Era 13 BCE through 401(k) Era Present

What is a Roth 401k?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. While many people are familiar…

Women and financial strategies

Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability…

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer. One of the common threads…

Catch Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. Did you know…

Should You Borrow from Your 401(k)?

The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the…

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker…

Catch-Up Contributions

A recent survey found that 18% or people were very confident about having enough money to live comfortably through their…

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each of which brings a unique sound. It is only when a…

Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around the age of 12. Kids add “and-a-half” to make sure everyone knows they’re…