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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What Is the Thrift Savings Plan?

You may have heard of a 401(k), traditional IRA, and Roth IRA—they’re all retirement plans that allow you to save and invest for retirement. A lesser-known plan is the federal…

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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

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.…

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How to Roll Over Your 401(k)

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…

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18 Things You Should Know About 401(k)s

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…

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