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Milestone Birthdays in Retirement

By Felicia del Junco | April 8, 2022

Last Updated: April 9, 2024 When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes as we get older from toys and treats to more adult concerns like saving money…

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Financial vs. Investment Advisor: What’s the Difference?

By Amanda McFarlane | March 25, 2022

Last Updated: March 7, 2024 Titles do matter—and in the financial services world, so many titles exist that can and do mean very different things for you, the consumer. The terms financial advisor and investment advisor are often used interchangeably, but there are crucial differences between the two. Throw in…

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Bull vs. Bear Markets: What’s the Difference?

By Amanda McFarlane | March 18, 2022

Last Updated: March 7, 2024 Understanding the current state of the market is important to growing your money over the long term, whether you’re an investor or not. You may have heard the terms bull or bullish and bear or bearish in reference to the stock market and economy, but…

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4 Options for Your 401(k) When You Leave a Job

By Amanda McFarlane | March 11, 2022

Last Updated: March 7, 2024 So, you’ve left your job…now what? A white paper from Capitalize, a 401(k) rollover fintech company, found that American employees have “forgotten” about or left behind an estimated 29.2 million 401(k) accounts and $1.65 trillion in assets at old jobs. It’s important to decide what…

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Value vs. Growth Stocks: Which Category Is Better for Your Portfolio?

By Amanda McFarlane | March 4, 2022

Last Updated: March 7, 2024 The common question—and debate—among stock market investors: Is growth investing or value investing better for your portfolio? Whether growth or value outperforms depends solely on the time period evaluated—historically, shorter time periods tend to favor growth in recent years while longer time periods tend to…

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Traditional vs. Roth 401(k): Why You Might Want Both

By Amanda McFarlane | February 25, 2022

Last Updated: March 7, 2024 There is one key factor to consider when deciding which type of 401(k) to contribute to: tax implications—both now and later. Retirement planning involves balancing saving now with tax implications in the future. While you may only have one type of 401(k) available via your…

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How to Talk to Your Parents About Their Finances

By Amanda McFarlane | February 18, 2022

Last Updated: March 7, 2024 Money can be a taboo topic in some families, especially when it comes to talking to your parents about their finances. But understanding your parents’ financial situation, including long-term care, estate planning, and retirement prep, is important as they age. You want your parents to…

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18 Things You Should Know About 401(k)s

By Amanda McFarlane | February 11, 2022

Last Updated: March 7, 2024 Before starting a new job, one of the key questions you’ve likely inquired about is your company’s 401(k) benefits. When you start the job, you’ll probably be handed a packet with the benefits information—and that’s it. You’re often left to your own devices to figure…

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