What Is 401(k) Vesting?

Employer matching of 401(k) contributions is a common employee benefit. If you work for an employer that matches 401(k) contributions, your retirement account can grow faster. For example, let’s say…

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How to Diversify Your Portfolio

Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to find any place that sells…

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What Is Financial Planning?

According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.” If this…

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The Value of a Financial Professional

Last Updated: May 10, 2024 With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the common question is, are financial/investment…

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