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The Value of a Financial Professional

By Amanda McFarlane | May 6, 2022

Recent research from Northwestern Mutual in its 2021 Planning and Progress Study found that just 38% of survey respondents were working with a financial advisor, though up from 29% pre-pandemic. With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the…

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How to Roll Over Your 401(k)

By Amanda McFarlane | April 22, 2022

Let’s start with what a 401(k) rollover is. When you transfer a balance from a previous existing 401(k), likely from a company you’re no longer employed by or in the process of leaving, to a new or existing 401(k) with your current (new) employer or into an IRA, this is…

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Milestone Birthdays in Retirement

By Felicia del Junco | April 8, 2022

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 and living the retirement of…

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

By Amanda McFarlane | March 25, 2022

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 financial planner, and it can…

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

By Amanda McFarlane | March 18, 2022

In 2021, the U.S. stock market experienced record years, despite the COVID-19 pandemic persisting. The S&P 500 had more than 70 all-time highs—second only to its performance in 1995—and gained 26.9% by years’ end. Similarly, the Dow Jones Industrial Average and Nasdaq had a great year, gaining 18.7% and 21.4%,…

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

By Amanda McFarlane | March 11, 2022

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 24.3 million 401(k) accounts and $1.35 trillion in assets at old jobs. It’s important to decide what to do with your 401(k)…

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