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Career
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The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
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Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
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Retire, Redesign, or Recharge: How to Know It’s Time for a Career Shift
Retirement Planning Goes Beyond the Numbers Choosing to leave a career is as much an emotional decision as a financial one. In fact, I would argue the financial side is the easiest to determine – it is completely objective. You either have enough in savings and income to meet your future financial goals or you…
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Executive Order Could Bring Alternative Investments to 401(k) Plans: What You Need to Know
For millions of Americans, 401(k) accounts are the cornerstone of retirement savings. A new proposal from the White House could expand what you can invest in—and potentially reshape your long-term strategy. This new Executive Order could eventually change the types of investments available inside your 401(k) or other employer retirement plan. While nothing is changing…
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Should You Borrow from Your 401(k)? Pros, Cons, and Key Considerations
When you’re in need of quick cash, borrowing from your 401(k) might seem like an appealing option. However, it’s crucial to weigh all your alternatives and consider your long-term financial goals before making a decision. Let’s explore the pros and cons of taking a loan from your retirement savings and what factors you should consider.…
