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Is a Roth 401(k) Better Than a Traditional 401(k)?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a report from The Plan Sponsor Council of America suggests that 89 percent of 401(k) plans ... -
How to Prepare Your Finances for an Economic Slowdown
With the latest economic expansion just over four years old, some economists have suggested that our growth trajectory may run out of steam. In fact, a recent study from the ... -
The Importance of Protecting Yourself Against Financial Storms
As we saw with Hurricane Beryl a few weeks ago, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and financial damage. Financial storms and ... -
How to Overcome the Three Most Common Financial Regrets
Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way. In fact, ... -
How to Prepare Your Financial Plan and Portfolio for the Unexpected
In the first quarter of this year, the Federal Reserve board released the results of its annual financial stress tests on the largest banks in our country. Popularized during the ... -
Strategies to Boost Your Credit Score
Americans continue to rely on debt to finance many of their consumer purchases. In fact, according to the Federal Reserve, the total U.S. outstanding consumer credit has ballooned to nearly ... -
Tax Season Update - Strategies for Making the Most of Your Tax Refund
The Internal Revenue Service expects more than 146 million tax returns to be filed this year, with nearly three out of four taxpayers receiving a refund. That’s right – over ... -
Smart Money Moves for 2024
From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those Americans who make New Year’s ... -
More Americans are Tapping 401(k) Plans – What to know before you take a loan
The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for Retirement Studies found that a ... -
An Increased Number of Parents are Endangering Retirement to Financially Support Their Adult Children
Each year, an increased number of baby boomers find themselves financially supporting their adult children in some way - often to the detriment of their own financial goals. A recent ...
