It’s hard not to get caught up in the holiday spirit of giving and keep holiday spending under control. In 2019, holiday retail sales grew 4.1% to $730.2 billion, and online and other non-store sales were up 14.6% compared to 2018, according to the National Retail...
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Planning for the future means finding all the ways possible to minimize tax payments to the IRS. You may be sitting on just what you need to save significantly on taxes without even realizing it – a health savings account. This is because a health savings account...
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With the elections coming up, many investors are concerned about the presidential election and the stock market. There’s uncertainty in the air. And the market doesn’t like uncertainty. So, what do you do with your hard-earned money in the meantime? Before you make a move, check out this...
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Fourth quarter is here, which means there are important financial steps to take before the end of the year. Taking the time now to work through this checklist may help end the year strong and start 2021 with a bang. We recommend printing off this list...
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Employees often find themselves confused and frustrated with making changes to their 401(k) because complex terminology is difficult to understand. Other 401(k) investors follow a buy and hold strategy and may see changes as unnecessary. The bottomline is that it’s critical to your retirement savings (and your...
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If you’re looking to improve your 401(k) performance in the remaining months of 2020, check out these 4 tips below. Getting Help May Boost 401(k) Returns If you are looking for a way to improve your 401(k) performance, professional management may help you in more ways...
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It’s Labor Day in the U.S., which means it’s the last big hoorah before fall weather ends our summer fun and ushers in the school year and pumpkin spice lattes. We now celebrate this holiday with BBQs, pool parties, and weekends away with our families. But Labor...
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For investors who are behind on retirement savings, it is possible to make up for lost time no matter how much has been saved or how close one is to retirement. Check out our tips on how to quickly catch up on 401(k) savings today. Get...
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For investors over 40 who want to get the most out of a 401(k), keep reading for 5 things to do in the remaining months of 2020 that may maximize a 401(k) this year. #1 Revisit That Retirement Plan or Put One in Place Think it’s...
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As if the kids haven’t already been home enough lately, now many parents are stuck with them at home for this new school year. If your kids are virtual schooling and you’re panicking, wondering “How will I work, run the house, make sure schoolwork is completed,...
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